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 | $77,190 | $138,065-44.1% | $123,544-37.5% | $135,375-43.0% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -1.04% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,044 | $5,151-79.7% | $4,628-77.4% | $4,779-78.2% |
| Participant deferral / active EE | $4,176 | $6,799-38.6% | $6,426-35.0% | $5,609-25.5% |
| Admin fee / account holder | $2,146 | $10,916-80.3% | $9,284-76.9% | $10,827-80.2% |