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 | $44,637 | $138,065-67.7% | $123,544-63.9% | $135,375-67.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.22% | 153.68%-153.9pp | 119.20%-119.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $3,996 | $5,151-22.4% | $4,628-13.6% | $4,779-16.4% |
| Participant deferral / active EE | $9,838 | $6,799+44.7% | $6,426+53.1% | $5,609+75.4% |
| Admin fee / account holder | $2,015 | $10,916-81.5% | $9,284-78.3% | $10,827-81.4% |