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 | $49,175 | $160,055-69.3% | $140,016-64.9% | $135,375-63.7% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -8.31% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,271 | $6,420-64.6% | $5,606-59.5% | $4,779-52.5% |
| Participant deferral / active EE | $6,496 | $7,642-15.0% | $6,927-6.2% | $5,609+15.8% |
| Admin fee / account holder | $840 | $13,328-93.7% | $10,705-92.2% | $10,827-92.2% |