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 | $147,157 | $135,635+8.5% | $110,238+33.5% | $135,375+8.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.59% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,158 | $4,906-56.0% | $3,826-43.6% | $4,779-54.9% |
| Participant deferral / active EE | $6,422 | $5,506+16.6% | $4,672+37.5% | $5,609+14.5% |
| Admin fee / account holder | $1,083 | $11,457-90.5% | $8,547-87.3% | $10,827-90.0% |