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 | $70,756 | $138,065-48.8% | $123,544-42.7% | $135,375-47.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -3.45% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,459 | $5,151-71.7% | $4,628-68.5% | $4,779-69.5% |
| Participant deferral / active EE | $2,440 | $6,799-64.1% | $6,426-62.0% | $5,609-56.5% |
| Admin fee / account holder | $2,113 | $10,916-80.6% | $9,284-77.2% | $10,827-80.5% |