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 | $96,820 | $92,703+4.4% | $82,719+17.0% | $134,475-28.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.96% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $7,150 | $3,274+118.4% | $3,009+137.6% | $4,740+50.9% |
| Participant deferral / active EE | $17,035 | $4,802+254.7% | $4,395+287.6% | $6,400+166.2% |
| Admin fee / account holder | $9,571 | $5,983+60.0% | $5,329+79.6% | $11,426-16.2% |