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 | $105,946 | $135,635-21.9% | $110,238-3.9% | $135,375-21.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -0.58% | 513.19%-513.8pp | 314.74%-315.3pp | 519.73%-520.3pp |
| Employer contribution / active EE | $4,752 | $4,906-3.1% | $3,826+24.2% | $4,779-0.6% |
| Participant deferral / active EE | $7,272 | $5,506+32.1% | $4,672+55.7% | $5,609+29.7% |
| Admin fee / account holder | $491 | $11,457-95.7% | $8,547-94.3% | $10,827-95.5% |