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 | $65,989 | $138,044-52.2% | $125,339-47.4% | $134,475-50.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,479 | $5,243-14.6% | $4,814-7.0% | $4,740-5.5% |
| Participant deferral / active EE | $4,713 | $7,799-39.6% | $7,446-36.7% | $6,400-26.4% |
| Admin fee / account holder | $451 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |