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 | $130,764 | $104,106+25.6% | $71,086+84.0% | $135,375-3.4% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -9.47% | 1256.30%-1265.8pp | 650.59%-660.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $907 | $1,485-38.9% | $1,088-16.6% | $4,779-81.0% |
| Participant deferral / active EE | $5,653 | $2,527+123.7% | $1,874+201.6% | $5,609+0.8% |
| Admin fee / account holder | $12,136 | $4,142+193.0% | $3,082+293.7% | $10,827+12.1% |