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 | $126,199 | $160,055-21.2% | $140,016-9.9% | $135,375-6.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -0.49% | 911.38%-911.9pp | 651.12%-651.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $6,451 | $6,420+0.5% | $5,606+15.1% | $4,779+35.0% |
| Participant deferral / active EE | $11,076 | $7,642+44.9% | $6,927+59.9% | $5,609+97.5% |
| Admin fee / account holder | $18,781 | $13,328+40.9% | $10,705+75.4% | $10,827+73.5% |