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 | $47,518 | $135,635-65.0% | $110,238-56.9% | $135,375-64.9% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.8%+15.8pp | 82.6%+13.0pp |
| Annual return | -7.66% | 513.19%-520.8pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,194 | $4,906-34.9% | $3,826-16.5% | $4,779-33.2% |
| Participant deferral / active EE | $7,309 | $5,506+32.7% | $4,672+56.5% | $5,609+30.3% |
| Admin fee / account holder | $2,074 | $11,457-81.9% | $8,547-75.7% | $10,827-80.8% |