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 | $121,838 | $135,635-10.2% | $110,238+10.5% | $135,375-10.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.91% | 513.19%-516.1pp | 314.74%-317.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $6,357 | $4,906+29.6% | $3,826+66.1% | $4,779+33.0% |
| Participant deferral / active EE | $3,317 | $5,506-39.8% | $4,672-29.0% | $5,609-40.9% |
| Admin fee / account holder | $1,868 | $11,457-83.7% | $8,547-78.1% | $10,827-82.7% |