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 | $128,337 | $180,449-28.9% | $154,107-16.7% | $135,375-5.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.01% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $6,252 | $6,035+3.6% | $5,298+18.0% | $4,779+30.8% |
| Participant deferral / active EE | $7,078 | $5,806+21.9% | $5,081+39.3% | $5,609+26.2% |
| Admin fee / account holder | $1,168 | $16,143-92.8% | $13,411-91.3% | $10,827-89.2% |