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 | $56,051 | $138,065-59.4% | $123,544-54.6% | $135,375-58.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.20% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $13,741 | $5,151+166.7% | $4,628+196.9% | $4,779+187.5% |
| Participant deferral / active EE | $9,868 | $6,799+45.1% | $6,426+53.6% | $5,609+75.9% |
| Admin fee / account holder | $454 | $10,916-95.8% | $9,284-95.1% | $10,827-95.8% |