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 | $70,971 | $180,449-60.7% | $154,107-53.9% | $135,375-47.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.33% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,803 | $6,035-37.0% | $5,298-28.2% | $4,779-20.4% |
| Participant deferral / active EE | $3,605 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $1,791 | $16,143-88.9% | $13,411-86.6% | $10,827-83.5% |