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 | $118,653 | $138,065-14.1% | $123,544-4.0% | $135,375-12.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.02% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,777 | $5,151-26.7% | $4,628-18.4% | $4,779-21.0% |
| Participant deferral / active EE | $8,614 | $6,799+26.7% | $6,426+34.1% | $5,609+53.6% |
| Admin fee / account holder | $4,662 | $10,916-57.3% | $9,284-49.8% | $10,827-56.9% |