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 | $67,872 | $90,600-25.1% | $79,464-14.6% | $135,375-49.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -6.01% | 977.43%-983.4pp | 718.14%-724.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,878 | $3,068+26.4% | $2,800+38.5% | $4,779-18.9% |
| Participant deferral / active EE | $7,920 | $4,050+95.5% | $3,704+113.8% | $5,609+41.2% |
| Admin fee / account holder | $3,131 | $5,907-47.0% | $5,113-38.8% | $10,827-71.1% |