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 | $119,535 | $180,449-33.8% | $154,107-22.4% | $135,375-11.7% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -6.18% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,235 | $6,035-46.4% | $5,298-38.9% | $4,779-32.3% |
| Participant deferral / active EE | $6,501 | $5,806+12.0% | $5,081+28.0% | $5,609+15.9% |
| Admin fee / account holder | $22,222 | $16,143+37.7% | $13,411+65.7% | $10,827+105.2% |