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 | $133,925 | $44,850+198.6% | $60,547+121.2% | $59,632+124.6% |
| Participation rate | 73.1% | 59.5%+13.6pp | 68.0%+5.1pp | 68.7%+4.4pp |
| Annual return | -1.87% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,913 | $1,462+30.9% | $2,419-20.9% | $2,203-13.1% |
| Participant deferral / active EE | $3,403 | $2,230+52.6% | $3,328+2.3% | $3,192+6.6% |
| Admin fee / account holder | $1,614 | $3,635-55.6% | $4,536-64.4% | $4,297-62.4% |