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 | $88,010 | $135,635-35.1% | $110,238-20.2% | $135,375-35.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,249 | $4,906-54.2% | $3,826-41.2% | $4,779-52.9% |
| Participant deferral / active EE | $2,271 | $5,506-58.8% | $4,672-51.4% | $5,609-59.5% |
| Admin fee / account holder | $4,480 | $11,457-60.9% | $8,547-47.6% | $10,827-58.6% |