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 | $76,037 | $138,065-44.9% | $123,544-38.5% | $135,375-43.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.86% | 153.68%-160.5pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,832 | $5,151-25.6% | $4,628-17.2% | $4,779-19.8% |
| Participant deferral / active EE | $8,621 | $6,799+26.8% | $6,426+34.2% | $5,609+53.7% |
| Admin fee / account holder | $1,453 | $10,916-86.7% | $9,284-84.3% | $10,827-86.6% |