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 | $66,417 | $97,757-32.1% | $83,848-20.8% | $135,375-50.9% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -4.82% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $706 | $4,222-83.3% | $3,631-80.6% | $4,779-85.2% |
| Participant deferral / active EE | $4,527 | $4,682-3.3% | $4,082+10.9% | $5,609-19.3% |
| Admin fee / account holder | $941 | $6,674-85.9% | $5,478-82.8% | $10,827-91.3% |