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 | $81,399 | $90,600-10.2% | $79,464+2.4% | $135,375-39.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.53% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,405 | $3,068-21.6% | $2,800-14.1% | $4,779-49.7% |
| Participant deferral / active EE | $2,368 | $4,050-41.5% | $3,704-36.1% | $5,609-57.8% |
| Admin fee / account holder | $595 | $5,907-89.9% | $5,113-88.4% | $10,827-94.5% |