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 | $113,682 | $160,055-29.0% | $140,016-18.8% | $135,375-16.0% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.5%-0.5pp | 82.6%+4.3pp |
| Annual return | -5.37% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,844 | $6,420-71.3% | $5,606-67.1% | $4,779-61.4% |
| Participant deferral / active EE | $3,982 | $7,642-47.9% | $6,927-42.5% | $5,609-29.0% |
| Admin fee / account holder | $2,748 | $13,328-79.4% | $10,705-74.3% | $10,827-74.6% |