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 | $131,589 | $97,757+34.6% | $83,848+56.9% | $135,375-2.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.65% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $10,384 | $4,222+146.0% | $3,631+186.0% | $4,779+117.3% |
| Participant deferral / active EE | $8,603 | $4,682+83.7% | $4,082+110.8% | $5,609+53.4% |
| Admin fee / account holder | $4,888 | $6,674-26.8% | $5,478-10.8% | $10,827-54.9% |