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 | $65,388 | $92,703-29.5% | $82,719-21.0% | $134,475-51.4% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -18.38% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,344 | $3,274+2.1% | $3,009+11.1% | $4,740-29.5% |
| Participant deferral / active EE | $6,851 | $4,802+42.7% | $4,395+55.9% | $6,400+7.1% |
| Admin fee / account holder | $1,559 | $5,983-73.9% | $5,329-70.7% | $11,426-86.4% |