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 | $114,698 | $90,600+26.6% | $79,464+44.3% | $135,375-15.3% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.61% | 977.43%-985.0pp | 718.14%-725.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,506 | $3,068+14.3% | $2,800+25.2% | $4,779-26.6% |
| Participant deferral / active EE | $6,918 | $4,050+70.8% | $3,704+86.8% | $5,609+23.3% |
| Admin fee / account holder | $969 | $5,907-83.6% | $5,113-81.1% | $10,827-91.1% |