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 | $73,821 | $135,635-45.6% | $110,238-33.0% | $135,375-45.5% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -6.91% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,081 | $4,906-37.2% | $3,826-19.5% | $4,779-35.5% |
| Participant deferral / active EE | $9,106 | $5,506+65.4% | $4,672+94.9% | $5,609+62.4% |
| Admin fee / account holder | $3,864 | $11,457-66.3% | $8,547-54.8% | $10,827-64.3% |