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 | $54,336 | $180,449-69.9% | $154,107-64.7% | $135,375-59.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -5.52% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,178 | $6,035-63.9% | $5,298-58.9% | $4,779-54.4% |
| Participant deferral / active EE | $7,584 | $5,806+30.6% | $5,081+49.3% | $5,609+35.2% |
| Admin fee / account holder | $4,885 | $16,143-69.7% | $13,411-63.6% | $10,827-54.9% |