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 | $116,987 | $138,065-15.3% | $123,544-5.3% | $135,375-13.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.42% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,510 | $5,151-31.9% | $4,628-24.1% | $4,779-26.5% |
| Participant deferral / active EE | $14,372 | $6,799+111.4% | $6,426+123.7% | $5,609+156.2% |
| Admin fee / account holder | $20,829 | $10,916+90.8% | $9,284+124.4% | $10,827+92.4% |