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 | $90,861 | $180,449-49.6% | $154,107-41.0% | $135,375-32.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.64% | 888.09%-889.7pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,676 | $6,035-72.2% | $5,298-68.4% | $4,779-64.9% |
| Participant deferral / active EE | $5,723 | $5,806-1.4% | $5,081+12.7% | $5,609+2.0% |
| Admin fee / account holder | $550 | $16,143-96.6% | $13,411-95.9% | $10,827-94.9% |