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 | $81,608 | $180,449-54.8% | $154,107-47.0% | $135,375-39.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.24% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $10,092 | $6,035+67.2% | $5,298+90.5% | $4,779+111.2% |
| Participant deferral / active EE | $9,790 | $5,806+68.6% | $5,081+92.7% | $5,609+74.5% |
| Admin fee / account holder | $601 | $16,143-96.3% | $13,411-95.5% | $10,827-94.5% |