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 | $134,356 | $138,065-2.7% | $123,544+8.8% | $135,375-0.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,625 | $5,151-10.2% | $4,628-0.1% | $4,779-3.2% |
| Participant deferral / active EE | $9,688 | $6,799+42.5% | $6,426+50.8% | $5,609+72.7% |
| Admin fee / account holder | $1,363 | $10,916-87.5% | $9,284-85.3% | $10,827-87.4% |