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 | $111,457 | $180,449-38.2% | $154,107-27.7% | $135,375-17.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -7.05% | 888.09%-895.1pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $4,810 | $6,035-20.3% | $5,298-9.2% | $4,779+0.7% |
| Participant deferral / active EE | $3,973 | $5,806-31.6% | $5,081-21.8% | $5,609-29.2% |
| Admin fee / account holder | $367 | $16,143-97.7% | $13,411-97.3% | $10,827-96.6% |