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 | $50,989 | $138,065-63.1% | $123,544-58.7% | $135,375-62.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.36% | 153.68%-162.0pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $8,444 | $5,151+63.9% | $4,628+82.5% | $4,779+76.7% |
| Participant deferral / active EE | $12,181 | $6,799+79.2% | $6,426+89.6% | $5,609+117.2% |
| Admin fee / account holder | $7,977 | $10,916-26.9% | $9,284-14.1% | $10,827-26.3% |