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 | $74,872 | $138,044-45.8% | $125,339-40.3% | $134,475-44.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -7.63% | 750.33%-758.0pp | 572.05%-579.7pp | 417.96%-425.6pp |
| Employer contribution / active EE | $4,928 | $5,243-6.0% | $4,814+2.4% | $4,740+4.0% |
| Participant deferral / active EE | $12,735 | $7,799+63.3% | $7,446+71.0% | $6,400+99.0% |
| Admin fee / account holder | $12,151 | $11,571+5.0% | $10,010+21.4% | $11,426+6.3% |