See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,400 | $135,635-56.2% | $110,238-46.1% | $135,375-56.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.93% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,836 | $4,906-42.2% | $3,826-25.9% | $4,779-40.7% |
| Participant deferral / active EE | $7,608 | $5,506+38.2% | $4,672+62.9% | $5,609+35.7% |
| Admin fee / account holder | $880 | $11,457-92.3% | $8,547-89.7% | $10,827-91.9% |