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 | $86,829 | $92,703-6.3% | $82,719+5.0% | $134,475-35.4% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -20.92% | 944.92%-965.8pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $5,380 | $3,274+64.3% | $3,009+78.8% | $4,740+13.5% |
| Participant deferral / active EE | $4,809 | $4,802+0.1% | $4,395+9.4% | $6,400-24.9% |
| Admin fee / account holder | $835 | $5,983-86.0% | $5,329-84.3% | $11,426-92.7% |