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 | $75,178 | $90,600-17.0% | $79,464-5.4% | $135,375-44.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -7.56% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,975 | $3,068-35.6% | $2,800-29.5% | $4,779-58.7% |
| Participant deferral / active EE | $3,855 | $4,050-4.8% | $3,704+4.1% | $5,609-31.3% |
| Admin fee / account holder | $7,227 | $5,907+22.3% | $5,113+41.3% | $10,827-33.3% |