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 | $121,809 | $138,065-11.8% | $123,544-1.4% | $135,375-10.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -0.88% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,676 | $5,151-67.5% | $4,628-63.8% | $4,779-64.9% |
| Participant deferral / active EE | $11,617 | $6,799+70.9% | $6,426+80.8% | $5,609+107.1% |
| Admin fee / account holder | $1,639 | $10,916-85.0% | $9,284-82.4% | $10,827-84.9% |