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 | $116,363 | $138,065-15.7% | $123,544-5.8% | $135,375-14.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.62% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,714 | $5,151-47.3% | $4,628-41.4% | $4,779-43.2% |
| Participant deferral / active EE | $6,407 | $6,799-5.8% | $6,426-0.3% | $5,609+14.2% |
| Admin fee / account holder | $11,215 | $10,916+2.7% | $9,284+20.8% | $10,827+3.6% |