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 | $47,731 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -13.04% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,437 | $5,243+22.8% | $4,814+33.7% | $4,740+35.8% |
| Participant deferral / active EE | $4,497 | $7,799-42.3% | $7,446-39.6% | $6,400-29.7% |
| Admin fee / account holder | $547 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |