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 | $163,634 | $180,449-9.3% | $154,107+6.2% | $135,375+20.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.37% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $5,155 | $6,035-14.6% | $5,298-2.7% | $4,779+7.9% |
| Participant deferral / active EE | $6,828 | $5,806+17.6% | $5,081+34.4% | $5,609+21.7% |
| Admin fee / account holder | $482 | $16,143-97.0% | $13,411-96.4% | $10,827-95.6% |