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 | $127,615 | $97,757+30.5% | $83,848+52.2% | $135,375-5.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.88% | 1287.37%-1294.2pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,609 | $4,222-61.9% | $3,631-55.7% | $4,779-66.3% |
| Participant deferral / active EE | $4,849 | $4,682+3.6% | $4,082+18.8% | $5,609-13.5% |
| Admin fee / account holder | $2,341 | $6,674-64.9% | $5,478-57.3% | $10,827-78.4% |