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 | $159,076 | $180,449-11.8% | $154,107+3.2% | $135,375+17.5% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -1.68% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $3,091 | $6,035-48.8% | $5,298-41.7% | $4,779-35.3% |
| Participant deferral / active EE | $9,933 | $5,806+71.1% | $5,081+95.5% | $5,609+77.1% |
| Admin fee / account holder | $1,185 | $16,143-92.7% | $13,411-91.2% | $10,827-89.1% |