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 | $135,188 | $138,044-2.1% | $125,339+7.9% | $134,475+0.5% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -15.09% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,329 | $5,243-55.6% | $4,814-51.6% | $4,740-50.9% |
| Participant deferral / active EE | $5,399 | $7,799-30.8% | $7,446-27.5% | $6,400-15.6% |
| Admin fee / account holder | $3,888 | $11,571-66.4% | $10,010-61.2% | $11,426-66.0% |