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 | $74,957 | $160,055-53.2% | $140,016-46.5% | $135,375-44.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.65% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,879 | $6,420-55.2% | $5,606-48.6% | $4,779-39.8% |
| Participant deferral / active EE | $3,229 | $7,642-57.7% | $6,927-53.4% | $5,609-42.4% |
| Admin fee / account holder | $1,267 | $13,328-90.5% | $10,705-88.2% | $10,827-88.3% |