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 7-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 | $130,966 | $106,543+22.9% | $91,220+43.6% | $134,475-2.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -14.53% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,240 | $3,331-62.8% | $2,850-56.5% | $4,740-73.8% |
| Participant deferral / active EE | $2,213 | $4,719-53.1% | $4,234-47.7% | $6,400-65.4% |
| Admin fee / account holder | $10,563 | $6,231+69.5% | $5,420+94.9% | $11,426-7.6% |