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 | $137,898 | $135,635+1.7% | $110,238+25.1% | $135,375+1.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.57% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,033 | $4,906-17.8% | $3,826+5.4% | $4,779-15.6% |
| Participant deferral / active EE | $3,296 | $5,506-40.1% | $4,672-29.4% | $5,609-41.2% |
| Admin fee / account holder | $856 | $11,457-92.5% | $8,547-90.0% | $10,827-92.1% |