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 | $53,977 | $160,055-66.3% | $140,016-61.4% | $135,375-60.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.18% | 911.38%-913.6pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $7,141 | $6,420+11.2% | $5,606+27.4% | $4,779+49.4% |
| Participant deferral / active EE | $4,507 | $7,642-41.0% | $6,927-34.9% | $5,609-19.6% |
| Admin fee / account holder | $2,010 | $13,328-84.9% | $10,705-81.2% | $10,827-81.4% |