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 | $97,249 | $97,757-0.5% | $83,848+16.0% | $135,375-28.2% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -6.10% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,587 | $4,222-62.4% | $3,631-56.3% | $4,779-66.8% |
| Participant deferral / active EE | $6,105 | $4,682+30.4% | $4,082+49.6% | $5,609+8.8% |
| Admin fee / account holder | $5,679 | $6,674-14.9% | $5,478+3.7% | $10,827-47.6% |