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 | $41,123 | $180,449-77.2% | $154,107-73.3% | $135,375-69.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.63% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.4pp |
| Employer contribution / active EE | $6,520 | $6,035+8.0% | $5,298+23.1% | $4,779+36.4% |
| Participant deferral / active EE | $8,371 | $5,806+44.2% | $5,081+64.8% | $5,609+49.2% |
| Admin fee / account holder | $561 | $16,143-96.5% | $13,411-95.8% | $10,827-94.8% |