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 | $47,755 | $97,757-51.1% | $83,848-43.0% | $135,375-64.7% |
| Participation rate | 79.2% | 80.0%-0.8pp | 76.1%+3.0pp | 82.6%-3.5pp |
| Annual return | -8.36% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,407 | $4,222-19.3% | $3,631-6.2% | $4,779-28.7% |
| Participant deferral / active EE | $9,511 | $4,682+103.1% | $4,082+133.0% | $5,609+69.6% |
| Admin fee / account holder | $2,195 | $6,674-67.1% | $5,478-59.9% | $10,827-79.7% |