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 | $58,405 | $135,635-56.9% | $110,238-47.0% | $135,375-56.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -8.61% | 513.19%-521.8pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,065 | $4,906-57.9% | $3,826-46.0% | $4,779-56.8% |
| Participant deferral / active EE | $5,802 | $5,506+5.4% | $4,672+24.2% | $5,609+3.4% |
| Admin fee / account holder | $713 | $11,457-93.8% | $8,547-91.7% | $10,827-93.4% |