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 | $133,774 | $97,757+36.8% | $83,848+59.5% | $135,375-1.2% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -9.07% | 1287.37%-1296.4pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,360 | $4,222-44.1% | $3,631-35.0% | $4,779-50.6% |
| Participant deferral / active EE | $3,138 | $4,682-33.0% | $4,082-23.1% | $5,609-44.0% |
| Admin fee / account holder | $1,917 | $6,674-71.3% | $5,478-65.0% | $10,827-82.3% |