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 | $86,811 | $92,703-6.4% | $82,719+4.9% | $134,475-35.4% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -16.35% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,534 | $3,274-22.6% | $3,009-15.8% | $4,740-46.5% |
| Participant deferral / active EE | $3,630 | $4,802-24.4% | $4,395-17.4% | $6,400-43.3% |
| Admin fee / account holder | $822 | $5,983-86.3% | $5,329-84.6% | $11,426-92.8% |