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 | $167,240 | $180,449-7.3% | $154,107+8.5% | $135,375+23.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.01% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,538 | $6,035-57.9% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $8,263 | $5,806+42.3% | $5,081+62.6% | $5,609+47.3% |
| Admin fee / account holder | $341 | $16,143-97.9% | $13,411-97.5% | $10,827-96.8% |