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 | $108,149 | $138,065-21.7% | $123,544-12.5% | $135,375-20.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.76% | 153.68%-161.4pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,909 | $5,151-43.5% | $4,628-37.1% | $4,779-39.1% |
| Participant deferral / active EE | $7,648 | $6,799+12.5% | $6,426+19.0% | $5,609+36.3% |
| Admin fee / account holder | $4,897 | $10,916-55.1% | $9,284-47.3% | $10,827-54.8% |