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 | $52,389 | $135,635-61.4% | $110,238-52.5% | $135,375-61.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.60% | 513.19%-521.8pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,392 | $4,906+9.9% | $3,826+40.9% | $4,779+12.8% |
| Participant deferral / active EE | $2,527 | $5,506-54.1% | $4,672-45.9% | $5,609-54.9% |
| Admin fee / account holder | $2,069 | $11,457-81.9% | $8,547-75.8% | $10,827-80.9% |