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 | $76,266 | $99,640-23.5% | $86,436-11.8% | $134,475-43.3% |
| Participation rate | 94.1% | 82.0%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.00% | 6782.58%-6799.6pp | 4394.89%-4411.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,499 | $4,400+2.2% | $3,769+19.4% | $4,740-5.1% |
| Participant deferral / active EE | $4,365 | $7,246-39.8% | $6,952-37.2% | $6,400-31.8% |
| Admin fee / account holder | $3,186 | $8,371-61.9% | $6,731-52.7% | $11,426-72.1% |