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 | $101,623 | $160,055-36.5% | $140,016-27.4% | $135,375-24.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -5.07% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,247 | $6,420-65.0% | $5,606-59.9% | $4,779-53.0% |
| Participant deferral / active EE | $7,285 | $7,642-4.7% | $6,927+5.2% | $5,609+29.9% |
| Admin fee / account holder | $2,653 | $13,328-80.1% | $10,705-75.2% | $10,827-75.5% |