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 | $96,098 | $135,635-29.1% | $110,238-12.8% | $135,375-29.0% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.8%+11.5pp | 82.6%+8.7pp |
| Annual return | -5.51% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,251 | $4,906-33.7% | $3,826-15.0% | $4,779-32.0% |
| Participant deferral / active EE | $4,857 | $5,506-11.8% | $4,672+4.0% | $5,609-13.4% |
| Admin fee / account holder | $1,274 | $11,457-88.9% | $8,547-85.1% | $10,827-88.2% |