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 | $87,674 | $90,600-3.2% | $79,464+10.3% | $135,375-35.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.76% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,897 | $3,068+27.0% | $2,800+39.2% | $4,779-18.5% |
| Participant deferral / active EE | $13,324 | $4,050+229.0% | $3,704+259.7% | $5,609+137.6% |
| Admin fee / account holder | $5,403 | $5,907-8.5% | $5,113+5.7% | $10,827-50.1% |