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 | $70,115 | $138,065-49.2% | $123,544-43.2% | $135,375-48.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.37% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,810 | $5,151-45.5% | $4,628-39.3% | $4,779-41.2% |
| Participant deferral / active EE | $6,249 | $6,799-8.1% | $6,426-2.7% | $5,609+11.4% |
| Admin fee / account holder | $905 | $10,916-91.7% | $9,284-90.2% | $10,827-91.6% |