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 | $101,407 | $180,449-43.8% | $154,107-34.2% | $135,375-25.1% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -5.21% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,165 | $6,035-64.1% | $5,298-59.1% | $4,779-54.7% |
| Participant deferral / active EE | $5,246 | $5,806-9.6% | $5,081+3.3% | $5,609-6.5% |
| Admin fee / account holder | $6,584 | $16,143-59.2% | $13,411-50.9% | $10,827-39.2% |