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 | $67,646 | $92,703-27.0% | $82,719-18.2% | $134,475-49.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -14.98% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,418 | $3,274+96.0% | $3,009+113.3% | $4,740+35.4% |
| Participant deferral / active EE | $6,846 | $4,802+42.6% | $4,395+55.8% | $6,400+7.0% |
| Admin fee / account holder | $8,650 | $5,983+44.6% | $5,329+62.3% | $11,426-24.3% |