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 | $146,681 | $180,449-18.7% | $154,107-4.8% | $135,375+8.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.11% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,952 | $6,035-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $6,646 | $5,806+14.5% | $5,081+30.8% | $5,609+18.5% |
| Admin fee / account holder | $4,851 | $16,143-70.0% | $13,411-63.8% | $10,827-55.2% |