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 | $124,214 | $138,044-10.0% | $125,339-0.9% | $134,475-7.6% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -15.14% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $8,335 | $5,243+59.0% | $4,814+73.2% | $4,740+75.9% |
| Participant deferral / active EE | $9,971 | $7,799+27.9% | $7,446+33.9% | $6,400+55.8% |
| Admin fee / account holder | $3,556 | $11,571-69.3% | $10,010-64.5% | $11,426-68.9% |