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 | $43,022 | $90,600-52.5% | $79,464-45.9% | $135,375-68.2% |
| Participation rate | 95.5% | 76.0%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -6.02% | 977.43%-983.4pp | 718.14%-724.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,877 | $3,068-6.2% | $2,800+2.7% | $4,779-39.8% |
| Participant deferral / active EE | $2,980 | $4,050-26.4% | $3,704-19.6% | $5,609-46.9% |
| Admin fee / account holder | $2,683 | $5,907-54.6% | $5,113-47.5% | $10,827-75.2% |