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 | $118,148 | $135,635-12.9% | $110,238+7.2% | $135,375-12.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.43% | 513.19%-521.6pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,710 | $4,906-24.4% | $3,826-3.0% | $4,779-22.4% |
| Participant deferral / active EE | $9,725 | $5,506+76.6% | $4,672+108.2% | $5,609+73.4% |
| Admin fee / account holder | $5,652 | $11,457-50.7% | $8,547-33.9% | $10,827-47.8% |