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 | $80,628 | $97,757-17.5% | $83,848-3.8% | $135,375-40.4% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -5.82% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,501 | $4,222-40.8% | $3,631-31.1% | $4,779-47.7% |
| Participant deferral / active EE | $8,176 | $4,682+74.6% | $4,082+100.3% | $5,609+45.8% |
| Admin fee / account holder | $18,841 | $6,674+182.3% | $5,478+243.9% | $10,827+74.0% |