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 | $100,812 | $180,449-44.1% | $154,107-34.6% | $135,375-25.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.37% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,382 | $6,035-44.0% | $5,298-36.2% | $4,779-29.2% |
| Participant deferral / active EE | $9,281 | $5,806+59.8% | $5,081+82.7% | $5,609+65.5% |
| Admin fee / account holder | $1,015 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |