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 | $116,959 | $180,449-35.2% | $154,107-24.1% | $135,375-13.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.21% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,563 | $6,035-57.5% | $5,298-51.6% | $4,779-46.4% |
| Participant deferral / active EE | $3,511 | $5,806-39.5% | $5,081-30.9% | $5,609-37.4% |
| Admin fee / account holder | $726 | $16,143-95.5% | $13,411-94.6% | $10,827-93.3% |