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 | $99,962 | $95,971+4.2% | $74,550+34.1% | $135,375-26.2% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -8.45% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,301 | $2,716-15.3% | $1,961+17.3% | $4,779-51.8% |
| Participant deferral / active EE | $3,358 | $3,843-12.6% | $3,108+8.0% | $5,609-40.1% |
| Admin fee / account holder | $4,394 | $6,522-32.6% | $5,060-13.2% | $10,827-59.4% |