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 | $91,836 | $180,449-49.1% | $154,107-40.4% | $135,375-32.2% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -6.98% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,274 | $6,035-45.7% | $5,298-38.2% | $4,779-31.5% |
| Participant deferral / active EE | $7,116 | $5,806+22.6% | $5,081+40.1% | $5,609+26.9% |
| Admin fee / account holder | $672 | $16,143-95.8% | $13,411-95.0% | $10,827-93.8% |