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 | $106,587 | $97,757+9.0% | $83,848+27.1% | $135,375-21.3% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -3.60% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,402 | $4,222-19.4% | $3,631-6.3% | $4,779-28.8% |
| Participant deferral / active EE | $8,876 | $4,682+89.6% | $4,082+117.5% | $5,609+58.3% |
| Admin fee / account holder | $19,843 | $6,674+197.3% | $5,478+262.2% | $10,827+83.3% |