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 | $138,109 | $138,0440% | $125,339+10.2% | $134,475+2.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.01% | 750.33%-756.3pp | 572.05%-578.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,304 | $5,243-75.1% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $5,773 | $7,799-26.0% | $7,446-22.5% | $6,400-9.8% |
| Admin fee / account holder | $2,019 | $11,571-82.6% | $10,010-79.8% | $11,426-82.3% |