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 | $103,433 | $104,106-0.6% | $71,086+45.5% | $135,375-23.6% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.7%+15.3pp | 82.6%-12.6pp |
| Annual return | -8.22% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,692 | $1,485+81.3% | $1,088+147.5% | $4,779-43.7% |
| Participant deferral / active EE | $8,334 | $2,527+229.8% | $1,874+344.6% | $5,609+48.6% |
| Admin fee / account holder | $3,945 | $4,142-4.7% | $3,082+28.0% | $10,827-63.6% |