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 | $139,300 | $160,055-13.0% | $140,016-0.5% | $135,375+2.9% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.5%-6.2pp | 82.6%-1.4pp |
| Annual return | -6.86% | 911.38%-918.2pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,976 | $6,420-69.2% | $5,606-64.8% | $4,779-58.7% |
| Participant deferral / active EE | $5,595 | $7,642-26.8% | $6,927-19.2% | $5,609-0.2% |
| Admin fee / account holder | $1,709 | $13,328-87.2% | $10,705-84.0% | $10,827-84.2% |