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 | $84,809 | $138,044-38.6% | $125,339-32.3% | $134,475-36.9% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -11.73% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,556 | $5,243-13.1% | $4,814-5.3% | $4,740-3.9% |
| Participant deferral / active EE | $4,103 | $7,799-47.4% | $7,446-44.9% | $6,400-35.9% |
| Admin fee / account holder | $2,887 | $11,571-75.1% | $10,010-71.2% | $11,426-74.7% |