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 | $111,216 | $180,449-38.4% | $154,107-27.8% | $135,375-17.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.22% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-524.0pp |
| Employer contribution / active EE | $8,189 | $6,035+35.7% | $5,298+54.6% | $4,779+71.4% |
| Participant deferral / active EE | $4,532 | $5,806-21.9% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $940 | $16,143-94.2% | $13,411-93.0% | $10,827-91.3% |