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 | $97,732 | $135,635-27.9% | $110,238-11.3% | $135,375-27.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -2.17% | 513.19%-515.4pp | 314.74%-316.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,204 | $4,906-34.7% | $3,826-16.3% | $4,779-32.9% |
| Participant deferral / active EE | $6,797 | $5,506+23.4% | $4,672+45.5% | $5,609+21.2% |
| Admin fee / account holder | $703 | $11,457-93.9% | $8,547-91.8% | $10,827-93.5% |