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 | $59,100 | $90,600-34.8% | $79,464-25.6% | $135,375-56.3% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -7.11% | 977.43%-984.5pp | 718.14%-725.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,047 | $3,068-33.3% | $2,800-26.9% | $4,779-57.2% |
| Participant deferral / active EE | $3,293 | $4,050-18.7% | $3,704-11.1% | $5,609-41.3% |
| Admin fee / account holder | $1,040 | $5,907-82.4% | $5,113-79.7% | $10,827-90.4% |