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 | $118,438 | $92,703+27.8% | $82,719+43.2% | $134,475-11.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -14.87% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,850 | $3,274-43.5% | $3,009-38.5% | $4,740-61.0% |
| Participant deferral / active EE | $6,614 | $4,802+37.7% | $4,395+50.5% | $6,400+3.4% |
| Admin fee / account holder | $14,024 | $5,983+134.4% | $5,329+163.2% | $11,426+22.7% |