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 | $122,409 | $138,044-11.3% | $125,339-2.3% | $134,475-9.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,113 | $5,243-21.6% | $4,814-14.6% | $4,740-13.2% |
| Participant deferral / active EE | $11,519 | $7,799+47.7% | $7,446+54.7% | $6,400+80.0% |
| Admin fee / account holder | $15,769 | $11,571+36.3% | $10,010+57.5% | $11,426+38.0% |