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 | $38,686 | $160,055-75.8% | $140,016-72.4% | $135,375-71.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.20% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,893 | $6,420-23.8% | $5,606-12.7% | $4,779+2.4% |
| Participant deferral / active EE | $5,530 | $7,642-27.6% | $6,927-20.2% | $5,609-1.4% |
| Admin fee / account holder | $1,315 | $13,328-90.1% | $10,705-87.7% | $10,827-87.9% |