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 | $35,554 | $138,065-74.2% | $123,544-71.2% | $135,375-73.7% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.10% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,222 | $5,151-37.4% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $9,194 | $6,799+35.2% | $6,426+43.1% | $5,609+63.9% |
| Admin fee / account holder | $3,146 | $10,916-71.2% | $9,284-66.1% | $10,827-70.9% |