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 | $46,522 | $138,044-66.3% | $125,339-62.9% | $134,475-65.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.35% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,687 | $5,243+27.5% | $4,814+38.9% | $4,740+41.1% |
| Participant deferral / active EE | $4,669 | $7,799-40.1% | $7,446-37.3% | $6,400-27.0% |
| Admin fee / account holder | $2,113 | $11,571-81.7% | $10,010-78.9% | $11,426-81.5% |