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 | $67,590 | $160,055-57.8% | $140,016-51.7% | $135,375-50.1% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | -1.32% | 911.38%-912.7pp | 651.12%-652.4pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,449 | $6,420-77.4% | $5,606-74.2% | $4,779-69.7% |
| Participant deferral / active EE | $3,776 | $7,642-50.6% | $6,927-45.5% | $5,609-32.7% |
| Admin fee / account holder | $591 | $13,328-95.6% | $10,705-94.5% | $10,827-94.5% |