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 | $114,966 | $99,640+15.4% | $86,436+33.0% | $134,475-14.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -9.77% | 6782.58%-6792.3pp | 4394.89%-4404.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $3,456 | $4,400-21.5% | $3,769-8.3% | $4,740-27.1% |
| Participant deferral / active EE | $12,167 | $7,246+67.9% | $6,952+75.0% | $6,400+90.1% |
| Admin fee / account holder | $426 | $8,371-94.9% | $6,731-93.7% | $11,426-96.3% |