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 | $80,871 | $90,600-10.7% | $79,464+1.8% | $135,375-40.3% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -7.31% | 977.43%-984.7pp | 718.14%-725.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,058 | $3,068-32.9% | $2,800-26.5% | $4,779-56.9% |
| Participant deferral / active EE | $4,885 | $4,050+20.6% | $3,704+31.9% | $5,609-12.9% |
| Admin fee / account holder | $9,231 | $5,907+56.3% | $5,113+80.5% | $10,827-14.7% |