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 | $157,940 | $92,703+70.4% | $82,719+90.9% | $134,475+17.4% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -15.34% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,569 | $3,274-21.5% | $3,009-14.6% | $4,740-45.8% |
| Participant deferral / active EE | $7,083 | $4,802+47.5% | $4,395+61.2% | $6,400+10.7% |
| Admin fee / account holder | $315 | $5,983-94.7% | $5,329-94.1% | $11,426-97.2% |