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 | $109,382 | $190,805-42.7% | $159,960-31.6% | $134,475-18.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.48% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,560 | $4,995-8.7% | $4,226+7.9% | $4,740-3.8% |
| Participant deferral / active EE | $5,900 | $6,923-14.8% | $6,182-4.6% | $6,400-7.8% |
| Admin fee / account holder | $17,169 | $10,471+64.0% | $8,698+97.4% | $11,426+50.3% |