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 | $76,122 | $97,757-22.1% | $83,848-9.2% | $135,375-43.8% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -6.60% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,923 | $4,682-16.2% | $4,082-3.9% | $5,609-30.1% |
| Admin fee / account holder | $510 | $6,674-92.4% | $5,478-90.7% | $10,827-95.3% |