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 | $121,029 | $160,055-24.4% | $140,016-13.6% | $135,375-10.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -6.27% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,691 | $6,420-11.4% | $5,606+1.5% | $4,779+19.1% |
| Participant deferral / active EE | $11,580 | $7,642+51.5% | $6,927+67.2% | $5,609+106.5% |
| Admin fee / account holder | $1,825 | $13,328-86.3% | $10,705-83.0% | $10,827-83.1% |