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 | $130,565 | $135,635-3.7% | $110,238+18.4% | $135,375-3.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.04% | 513.19%-519.2pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,712 | $4,906-65.1% | $3,826-55.3% | $4,779-64.2% |
| Participant deferral / active EE | $9,173 | $5,506+66.6% | $4,672+96.3% | $5,609+63.6% |
| Admin fee / account holder | $854 | $11,457-92.5% | $8,547-90.0% | $10,827-92.1% |