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 | $104,731 | $138,065-24.1% | $123,544-15.2% | $135,375-22.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.66% | 153.68%-159.3pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,705 | $5,151-28.1% | $4,628-19.9% | $4,779-22.5% |
| Participant deferral / active EE | $6,645 | $6,799-2.3% | $6,426+3.4% | $5,609+18.5% |
| Admin fee / account holder | $805 | $10,916-92.6% | $9,284-91.3% | $10,827-92.6% |