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 | $76,358 | $160,055-52.3% | $140,016-45.5% | $135,375-43.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.38% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,707 | $6,420-26.7% | $5,606-16.0% | $4,779-1.5% |
| Participant deferral / active EE | $4,864 | $7,642-36.3% | $6,927-29.8% | $5,609-13.3% |
| Admin fee / account holder | $1,778 | $13,328-86.7% | $10,705-83.4% | $10,827-83.6% |