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 | $94,269 | $135,635-30.5% | $110,238-14.5% | $135,375-30.4% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -8.12% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,243 | $4,906-33.9% | $3,826-15.3% | $4,779-32.1% |
| Participant deferral / active EE | $4,605 | $5,506-16.4% | $4,672-1.4% | $5,609-17.9% |
| Admin fee / account holder | $6,272 | $11,457-45.3% | $8,547-26.6% | $10,827-42.1% |