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 | $89,298 | $138,044-35.3% | $125,339-28.8% | $134,475-33.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.18% | 750.33%-750.1pp | 572.05%-571.9pp | 417.96%-417.8pp |
| Employer contribution / active EE | $2,027 | $5,243-61.3% | $4,814-57.9% | $4,740-57.2% |
| Participant deferral / active EE | $11,186 | $7,799+43.4% | $7,446+50.2% | $6,400+74.8% |
| Admin fee / account holder | $452 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |