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 | $72,388 | $90,600-20.1% | $79,464-8.9% | $135,375-46.5% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 82.6%+8.7pp |
| Annual return | -4.25% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,593 | $3,068+17.1% | $2,800+28.3% | $4,779-24.8% |
| Participant deferral / active EE | $8,999 | $4,050+122.2% | $3,704+143.0% | $5,609+60.5% |
| Admin fee / account holder | $2,439 | $5,907-58.7% | $5,113-52.3% | $10,827-77.5% |