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 | $71,266 | $138,065-48.4% | $123,544-42.3% | $135,375-47.4% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -3.35% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $5,137 | $5,151-0.3% | $4,628+11.0% | $4,779+7.5% |
| Participant deferral / active EE | $7,603 | $6,799+11.8% | $6,426+18.3% | $5,609+35.6% |
| Admin fee / account holder | $5,935 | $10,916-45.6% | $9,284-36.1% | $10,827-45.2% |