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 | $74,610 | $160,055-53.4% | $140,016-46.7% | $135,375-44.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -3.73% | 911.38%-915.1pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,206 | $6,420-65.6% | $5,606-60.7% | $4,779-53.8% |
| Participant deferral / active EE | $3,053 | $7,642-60.1% | $6,927-55.9% | $5,609-45.6% |
| Admin fee / account holder | $15,393 | $13,328+15.5% | $10,705+43.8% | $10,827+42.2% |