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 | $37,506 | $160,055-76.6% | $140,016-73.2% | $135,375-72.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.49% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,303 | $6,420-64.1% | $5,606-58.9% | $4,779-51.8% |
| Participant deferral / active EE | $4,152 | $7,642-45.7% | $6,927-40.1% | $5,609-26.0% |
| Admin fee / account holder | $351 | $13,328-97.4% | $10,705-96.7% | $10,827-96.8% |