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 8-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 | $115,821 | $99,640+16.2% | $86,436+34.0% | $134,475-13.9% |
| Participation rate | 81.0% | 82.0%-1.1pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -17.60% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,929 | $4,400+12.0% | $3,769+30.8% | $4,740+4.0% |
| Participant deferral / active EE | $9,780 | $7,246+35.0% | $6,952+40.7% | $6,400+52.8% |
| Admin fee / account holder | $48,515 | $8,371+479.5% | $6,731+620.8% | $11,426+324.6% |