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 | $70,039 | $106,543-34.3% | $91,220-23.2% | $134,475-47.9% |
| Participation rate | 94.4% | 76.8%+17.6pp | 73.2%+21.2pp | 81.2%+13.2pp |
| Annual return | -14.73% | 160.60%-175.3pp | 114.01%-128.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,712 | $3,331+161.6% | $2,850+205.7% | $4,740+83.8% |
| Participant deferral / active EE | $6,476 | $4,719+37.2% | $4,234+53.0% | $6,400+1.2% |
| Admin fee / account holder | $390 | $6,231-93.7% | $5,420-92.8% | $11,426-96.6% |