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 | $80,655 | $138,044-41.6% | $125,339-35.7% | $134,475-40.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.91% | 750.33%-760.2pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,351 | $5,243-36.1% | $4,814-30.4% | $4,740-29.3% |
| Participant deferral / active EE | $9,162 | $7,799+17.5% | $7,446+23.0% | $6,400+43.2% |
| Admin fee / account holder | $1,291 | $11,571-88.8% | $10,010-87.1% | $11,426-88.7% |