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 | $89,408 | $180,449-50.5% | $154,107-42.0% | $135,375-34.0% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -2.15% | 888.09%-890.2pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,457 | $6,035-42.7% | $5,298-34.7% | $4,779-27.7% |
| Participant deferral / active EE | $2,986 | $5,806-48.6% | $5,081-41.2% | $5,609-46.8% |
| Admin fee / account holder | $2,075 | $16,143-87.1% | $13,411-84.5% | $10,827-80.8% |