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 | $105,804 | $135,635-22.0% | $110,238-4.0% | $135,375-21.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -8.25% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,356 | $4,906-52.0% | $3,826-38.4% | $4,779-50.7% |
| Participant deferral / active EE | $7,168 | $5,506+30.2% | $4,672+53.4% | $5,609+27.8% |
| Admin fee / account holder | $798 | $11,457-93.0% | $8,547-90.7% | $10,827-92.6% |