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 | $71,903 | $135,635-47.0% | $110,238-34.8% | $135,375-46.9% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | -7.36% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,325 | $4,906-52.6% | $3,826-39.2% | $4,779-51.4% |
| Participant deferral / active EE | $6,124 | $5,506+11.2% | $4,672+31.1% | $5,609+9.2% |
| Admin fee / account holder | $749 | $11,457-93.5% | $8,547-91.2% | $10,827-93.1% |