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 | $110,662 | $180,449-38.7% | $154,107-28.2% | $135,375-18.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.32% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,513 | $6,035-8.6% | $5,298+4.1% | $4,779+15.4% |
| Participant deferral / active EE | $5,944 | $5,806+2.4% | $5,081+17.0% | $5,609+6.0% |
| Admin fee / account holder | $2,020 | $16,143-87.5% | $13,411-84.9% | $10,827-81.3% |