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 | $86,265 | $104,106-17.1% | $71,086+21.4% | $135,375-36.3% |
| Participation rate | 79.2% | 65.7%+13.5pp | 54.7%+24.5pp | 82.6%-3.5pp |
| Annual return | -0.09% | 1256.30%-1256.4pp | 650.59%-650.7pp | 519.73%-519.8pp |
| Employer contribution / active EE | $441 | $1,485-70.3% | $1,088-59.5% | $4,779-90.8% |
| Participant deferral / active EE | $1,891 | $2,527-25.2% | $1,874+0.9% | $5,609-66.3% |
| Admin fee / account holder | $2,092 | $4,142-49.5% | $3,082-32.1% | $10,827-80.7% |