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 | $133,462 | $138,065-3.3% | $123,544+8.0% | $135,375-1.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.31% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,528 | $5,151-31.5% | $4,628-23.8% | $4,779-26.2% |
| Participant deferral / active EE | $7,921 | $6,799+16.5% | $6,426+23.3% | $5,609+41.2% |
| Admin fee / account holder | $2,460 | $10,916-77.5% | $9,284-73.5% | $10,827-77.3% |