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 | $74,333 | $180,449-58.8% | $154,107-51.8% | $135,375-45.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -8.24% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,179 | $6,035-63.9% | $5,298-58.9% | $4,779-54.4% |
| Participant deferral / active EE | $4,436 | $5,806-23.6% | $5,081-12.7% | $5,609-20.9% |
| Admin fee / account holder | $837 | $16,143-94.8% | $13,411-93.8% | $10,827-92.3% |