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 | $43,305 | $88,594-51.1% | $70,092-38.2% | $134,475-67.8% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -17.92% | 442.67%-460.6pp | 190.73%-208.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,726 | $3,233+46.2% | $2,559+84.7% | $4,740-0.3% |
| Participant deferral / active EE | $3,138 | $4,772-34.3% | $3,849-18.5% | $6,400-51.0% |
| Admin fee / account holder | $12,580 | $10,441+20.5% | $6,267+100.7% | $11,426+10.1% |