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 | $50,973 | $138,044-63.1% | $125,339-59.3% | $134,475-62.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.04% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,999 | $5,243-23.7% | $4,814-16.9% | $4,740-15.6% |
| Participant deferral / active EE | $6,159 | $7,799-21.0% | $7,446-17.3% | $6,400-3.8% |
| Admin fee / account holder | $506 | $11,571-95.6% | $10,010-94.9% | $11,426-95.6% |