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 | $167,523 | $180,449-7.2% | $154,107+8.7% | $135,375+23.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.51% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,394 | $6,035-60.3% | $5,298-54.8% | $4,779-49.9% |
| Participant deferral / active EE | $2,466 | $5,806-57.5% | $5,081-51.5% | $5,609-56.0% |
| Admin fee / account holder | $693 | $16,143-95.7% | $13,411-94.8% | $10,827-93.6% |