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 | $121,524 | $97,757+24.3% | $83,848+44.9% | $135,375-10.2% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -5.70% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,233 | $4,222-23.4% | $3,631-11.0% | $4,779-32.4% |
| Participant deferral / active EE | $7,910 | $4,682+68.9% | $4,082+93.8% | $5,609+41.0% |
| Admin fee / account holder | $5,334 | $6,674-20.1% | $5,478-2.6% | $10,827-50.7% |