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 | $109,875 | $160,055-31.4% | $140,016-21.5% | $135,375-18.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.85% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,825 | $6,420-40.4% | $5,606-31.8% | $4,779-20.0% |
| Participant deferral / active EE | $8,213 | $7,642+7.5% | $6,927+18.6% | $5,609+46.4% |
| Admin fee / account holder | $355 | $13,328-97.3% | $10,705-96.7% | $10,827-96.7% |