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 | $129,651 | $190,805-32.1% | $159,960-18.9% | $134,475-3.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.71% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $8,160 | $4,995+63.4% | $4,226+93.1% | $4,740+72.2% |
| Participant deferral / active EE | $11,476 | $6,923+65.8% | $6,182+85.6% | $6,400+79.3% |
| Admin fee / account holder | $892 | $10,471-91.5% | $8,698-89.7% | $11,426-92.2% |