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 | $74,319 | $97,757-24.0% | $83,848-11.4% | $135,375-45.1% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -3.73% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,821 | $4,222-56.9% | $3,631-49.8% | $4,779-61.9% |
| Participant deferral / active EE | $3,768 | $4,682-19.5% | $4,082-7.7% | $5,609-32.8% |
| Admin fee / account holder | $6,694 | $6,674+0.3% | $5,478+22.2% | $10,827-38.2% |