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 | $76,556 | $88,594-13.6% | $70,092+9.2% | $134,475-43.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -14.51% | 442.67%-457.2pp | 190.73%-205.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $900 | $3,233-72.2% | $2,559-64.8% | $4,740-81.0% |
| Participant deferral / active EE | $8,513 | $4,772+78.4% | $3,849+121.2% | $6,400+33.0% |
| Admin fee / account holder | $10,888 | $10,441+4.3% | $6,267+73.7% | $11,426-4.7% |