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 | $56,925 | $138,065-58.8% | $123,544-53.9% | $135,375-57.9% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -7.16% | 153.68%-160.8pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,546 | $5,151-50.6% | $4,628-45.0% | $4,779-46.7% |
| Participant deferral / active EE | $6,668 | $6,799-1.9% | $6,426+3.8% | $5,609+18.9% |
| Admin fee / account holder | $1,952 | $10,916-82.1% | $9,284-79.0% | $10,827-82.0% |