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 | $140,235 | $138,065+1.6% | $123,544+13.5% | $135,375+3.6% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -2.28% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $3,476 | $5,151-32.5% | $4,628-24.9% | $4,779-27.3% |
| Participant deferral / active EE | $6,858 | $6,799+0.9% | $6,426+6.7% | $5,609+22.3% |
| Admin fee / account holder | $5,737 | $10,916-47.4% | $9,284-38.2% | $10,827-47.0% |