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 | $92,701 | $160,055-42.1% | $140,016-33.8% | $135,375-31.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.20% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,086 | $6,420-51.9% | $5,606-45.0% | $4,779-35.4% |
| Participant deferral / active EE | $13,619 | $7,642+78.2% | $6,927+96.6% | $5,609+142.8% |
| Admin fee / account holder | $1,001 | $13,328-92.5% | $10,705-90.7% | $10,827-90.8% |