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 | $32,717 | $138,044-76.3% | $125,339-73.9% | $134,475-75.7% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,925 | $5,243-44.2% | $4,814-39.2% | $4,740-38.3% |
| Participant deferral / active EE | $2,925 | $7,799-62.5% | $7,446-60.7% | $6,400-54.3% |
| Admin fee / account holder | $684 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |