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 | $125,875 | $138,065-8.8% | $123,544+1.9% | $135,375-7.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -1.81% | 153.68%-155.5pp | 119.20%-121.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $5,899 | $5,151+14.5% | $4,628+27.5% | $4,779+23.4% |
| Participant deferral / active EE | $9,608 | $6,799+41.3% | $6,426+49.5% | $5,609+71.3% |
| Admin fee / account holder | $5,535 | $10,916-49.3% | $9,284-40.4% | $10,827-48.9% |