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 | $49,399 | $138,065-64.2% | $123,544-60.0% | $135,375-63.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.05% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,377 | $5,151-53.9% | $4,628-48.6% | $4,779-50.3% |
| Participant deferral / active EE | $7,996 | $6,799+17.6% | $6,426+24.4% | $5,609+42.6% |
| Admin fee / account holder | $554 | $10,916-94.9% | $9,284-94.0% | $10,827-94.9% |