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 | $108,870 | $135,635-19.7% | $110,238-1.2% | $135,375-19.6% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -7.49% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,637 | $4,906+14.9% | $3,826+47.3% | $4,779+18.0% |
| Participant deferral / active EE | $8,242 | $5,506+49.7% | $4,672+76.4% | $5,609+46.9% |
| Admin fee / account holder | $536 | $11,457-95.3% | $8,547-93.7% | $10,827-95.1% |