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 | $139,718 | $190,805-26.8% | $159,960-12.7% | $134,475+3.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.35% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,917 | $4,995+78.5% | $4,226+111.0% | $4,740+88.1% |
| Participant deferral / active EE | $6,496 | $6,923-6.2% | $6,182+5.1% | $6,400+1.5% |
| Admin fee / account holder | $5,148 | $10,471-50.8% | $8,698-40.8% | $11,426-54.9% |