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 | $138,720 | $97,757+41.9% | $83,848+65.4% | $135,375+2.5% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -7.68% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,198 | $4,222-47.9% | $3,631-39.5% | $4,779-54.0% |
| Participant deferral / active EE | $5,134 | $4,682+9.6% | $4,082+25.8% | $5,609-8.5% |
| Admin fee / account holder | $7,280 | $6,674+9.1% | $5,478+32.9% | $10,827-32.8% |