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 | $95,363 | $135,635-29.7% | $110,238-13.5% | $135,375-29.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.95% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,719 | $4,906-44.6% | $3,826-28.9% | $4,779-43.1% |
| Participant deferral / active EE | $7,055 | $5,506+28.1% | $4,672+51.0% | $5,609+25.8% |
| Admin fee / account holder | $2,654 | $11,457-76.8% | $8,547-68.9% | $10,827-75.5% |