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 | $33,287 | $138,065-75.9% | $123,544-73.1% | $135,375-75.4% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -0.32% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $8,717 | $5,151+69.2% | $4,628+88.4% | $4,779+82.4% |
| Participant deferral / active EE | $5,140 | $6,799-24.4% | $6,426-20.0% | $5,609-8.4% |
| Admin fee / account holder | $5,314 | $10,916-51.3% | $9,284-42.8% | $10,827-50.9% |