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 | $58,701 | $95,971-38.8% | $74,550-21.3% | $135,375-56.6% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -4.58% | 56.96%-61.5pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $10,697 | $2,716+293.8% | $1,961+445.5% | $4,779+123.8% |
| Participant deferral / active EE | $6,533 | $3,843+70.0% | $3,108+110.2% | $5,609+16.5% |
| Admin fee / account holder | $487 | $6,522-92.5% | $5,060-90.4% | $10,827-95.5% |