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 | $42,742 | $135,635-68.5% | $110,238-61.2% | $135,375-68.4% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -7.53% | 513.19%-520.7pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,942 | $4,906-40.0% | $3,826-23.1% | $4,779-38.4% |
| Participant deferral / active EE | $7,541 | $5,506+36.9% | $4,672+61.4% | $5,609+34.4% |
| Admin fee / account holder | $563 | $11,457-95.1% | $8,547-93.4% | $10,827-94.8% |