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 | $72,013 | $104,106-30.8% | $71,086+1.3% | $135,375-46.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -5.46% | 1256.30%-1261.8pp | 650.59%-656.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $801 | $1,485-46.1% | $1,088-26.4% | $4,779-83.2% |
| Participant deferral / active EE | $5,373 | $2,527+112.6% | $1,874+186.7% | $5,609-4.2% |
| Admin fee / account holder | $17,990 | $4,142+334.4% | $3,082+483.6% | $10,827+66.2% |