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 | $60,710 | $135,635-55.2% | $110,238-44.9% | $135,375-55.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.36% | 513.19%-515.5pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $5,567 | $4,906+13.5% | $3,826+45.5% | $4,779+16.5% |
| Participant deferral / active EE | $3,204 | $5,506-41.8% | $4,672-31.4% | $5,609-42.9% |
| Admin fee / account holder | $4,149 | $11,457-63.8% | $8,547-51.5% | $10,827-61.7% |