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 | $73,392 | $90,600-19.0% | $79,464-7.6% | $135,375-45.8% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -8.87% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,839 | $3,068-7.4% | $2,800+1.4% | $4,779-40.6% |
| Participant deferral / active EE | $7,959 | $4,050+96.5% | $3,704+114.9% | $5,609+41.9% |
| Admin fee / account holder | $1,111 | $5,907-81.2% | $5,113-78.3% | $10,827-89.7% |