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 | $153,273 | $180,449-15.1% | $154,107-0.5% | $135,375+13.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.45% | 888.09%-895.5pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,088 | $6,035-65.4% | $5,298-60.6% | $4,779-56.3% |
| Participant deferral / active EE | $5,527 | $5,806-4.8% | $5,081+8.8% | $5,609-1.5% |
| Admin fee / account holder | $712 | $16,143-95.6% | $13,411-94.7% | $10,827-93.4% |