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 | $97,587 | $138,065-29.3% | $123,544-21.0% | $135,375-27.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,521 | $5,151+65.4% | $4,628+84.1% | $4,779+78.3% |
| Participant deferral / active EE | $14,546 | $6,799+113.9% | $6,426+126.4% | $5,609+159.3% |
| Admin fee / account holder | $3,044 | $10,916-72.1% | $9,284-67.2% | $10,827-71.9% |