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 | $72,518 | $180,449-59.8% | $154,107-52.9% | $135,375-46.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.59% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,523 | $6,035-58.2% | $5,298-52.4% | $4,779-47.2% |
| Participant deferral / active EE | $4,618 | $5,806-20.5% | $5,081-9.1% | $5,609-17.7% |
| Admin fee / account holder | $441 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |