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 | $139,404 | $138,044+1.0% | $125,339+11.2% | $134,475+3.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.62% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,993 | $5,243-42.9% | $4,814-37.8% | $4,740-36.9% |
| Participant deferral / active EE | $8,365 | $7,799+7.3% | $7,446+12.3% | $6,400+30.7% |
| Admin fee / account holder | $964 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |