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 | $98,574 | $92,703+6.3% | $82,719+19.2% | $134,475-26.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.93% | 944.92%-957.9pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $6,266 | $3,274+91.4% | $3,009+108.3% | $4,740+32.2% |
| Participant deferral / active EE | $6,701 | $4,802+39.5% | $4,395+52.5% | $6,400+4.7% |
| Admin fee / account holder | $409 | $5,983-93.2% | $5,329-92.3% | $11,426-96.4% |