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 | $104,331 | $101,283+3.0% | $75,826+37.6% | $135,375-22.9% |
| Participation rate | 71.4% | 72.7%-1.3pp | 68.2%+3.2pp | 82.6%-11.2pp |
| Annual return | -7.89% | 3384.62%-3392.5pp | 1914.15%-1922.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,359 | $2,382-1.0% | $1,913+23.3% | $4,779-50.6% |
| Participant deferral / active EE | $8,310 | $3,469+139.5% | $2,862+190.3% | $5,609+48.2% |
| Admin fee / account holder | $8,271 | $6,539+26.5% | $4,726+75.0% | $10,827-23.6% |