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 | $140,589 | $135,635+3.7% | $110,238+27.5% | $135,375+3.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.79% | 513.19%-520.0pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,267 | $4,906-13.0% | $3,826+11.5% | $4,779-10.7% |
| Participant deferral / active EE | $6,199 | $5,506+12.6% | $4,672+32.7% | $5,609+10.5% |
| Admin fee / account holder | $13,846 | $11,457+20.8% | $8,547+62.0% | $10,827+27.9% |