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 | $46,476 | $97,757-52.5% | $83,848-44.6% | $135,375-65.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.32% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,093 | $4,222+20.6% | $3,631+40.3% | $4,779+6.6% |
| Participant deferral / active EE | $4,832 | $4,682+3.2% | $4,082+18.4% | $5,609-13.9% |
| Admin fee / account holder | $4,082 | $6,674-38.8% | $5,478-25.5% | $10,827-62.3% |