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 | $61,888 | $160,055-61.3% | $140,016-55.8% | $135,375-54.3% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.5%-0.5pp | 82.6%+4.3pp |
| Annual return | -8.47% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,091 | $6,420-67.4% | $5,606-62.7% | $4,779-56.2% |
| Participant deferral / active EE | $6,029 | $7,642-21.1% | $6,927-13.0% | $5,609+7.5% |
| Admin fee / account holder | $528 | $13,328-96.0% | $10,705-95.1% | $10,827-95.1% |