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 | $92,812 | $138,065-32.8% | $123,544-24.9% | $135,375-31.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.47% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,352 | $5,151+42.7% | $4,628+58.9% | $4,779+53.9% |
| Participant deferral / active EE | $10,405 | $6,799+53.0% | $6,426+61.9% | $5,609+85.5% |
| Admin fee / account holder | $4,186 | $10,916-61.6% | $9,284-54.9% | $10,827-61.3% |