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 | $48,156 | $160,055-69.9% | $140,016-65.6% | $135,375-64.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -2.59% | 911.38%-914.0pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,619 | $6,420-74.8% | $5,606-71.1% | $4,779-66.1% |
| Participant deferral / active EE | $13,662 | $7,642+78.8% | $6,927+97.2% | $5,609+143.6% |
| Admin fee / account holder | $1,272 | $13,328-90.5% | $10,705-88.1% | $10,827-88.3% |