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 | $117,891 | $168,632-30.1% | $147,614-20.1% | $125,391-6.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.50% | 77.65%-79.1pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,117 | $6,252-50.1% | $5,564-44.0% | $4,866-35.9% |
| Participant deferral / active EE | $4,594 | $5,507-16.6% | $4,895-6.2% | $5,352-14.2% |
| Admin fee / account holder | $566 | $13,580-95.8% | $11,611-95.1% | $9,540-94.1% |