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 | $42,453 | $180,449-76.5% | $154,107-72.5% | $135,375-68.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.22% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,562 | $6,035-57.5% | $5,298-51.6% | $4,779-46.4% |
| Participant deferral / active EE | $6,867 | $5,806+18.3% | $5,081+35.2% | $5,609+22.4% |
| Admin fee / account holder | $1,417 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |