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 | $65,058 | $138,044-52.9% | $125,339-48.1% | $134,475-51.6% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,189 | $5,243-1.0% | $4,814+7.8% | $4,740+9.5% |
| Participant deferral / active EE | $8,874 | $7,799+13.8% | $7,446+19.2% | $6,400+38.7% |
| Admin fee / account holder | $895 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |