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 | $48,182 | $190,805-74.7% | $159,960-69.9% | $134,475-64.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.49% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,858 | $4,995+17.3% | $4,226+38.6% | $4,740+23.6% |
| Participant deferral / active EE | $11,902 | $6,923+71.9% | $6,182+92.5% | $6,400+86.0% |
| Admin fee / account holder | $2,619 | $10,471-75.0% | $8,698-69.9% | $11,426-77.1% |