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 | $95,069 | $160,055-40.6% | $140,016-32.1% | $135,375-29.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.71% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,985 | $6,420-69.1% | $5,606-64.6% | $4,779-58.5% |
| Participant deferral / active EE | $3,481 | $7,642-54.4% | $6,927-49.8% | $5,609-37.9% |
| Admin fee / account holder | $809 | $13,328-93.9% | $10,705-92.4% | $10,827-92.5% |