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 | $116,571 | $97,757+19.2% | $83,848+39.0% | $135,375-13.9% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -6.78% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $9,450 | $4,222+123.8% | $3,631+160.3% | $4,779+97.7% |
| Participant deferral / active EE | $4,807 | $4,682+2.7% | $4,082+17.8% | $5,609-14.3% |
| Admin fee / account holder | $511 | $6,674-92.3% | $5,478-90.7% | $10,827-95.3% |