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 | $69,993 | $135,635-48.4% | $110,238-36.5% | $135,375-48.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.02% | 513.19%-521.2pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,544 | $4,906-68.5% | $3,826-59.6% | $4,779-67.7% |
| Participant deferral / active EE | $4,638 | $5,506-15.8% | $4,672-0.7% | $5,609-17.3% |
| Admin fee / account holder | $738 | $11,457-93.6% | $8,547-91.4% | $10,827-93.2% |