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 | $56,432 | $135,635-58.4% | $110,238-48.8% | $135,375-58.3% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -3.88% | 513.19%-517.1pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,993 | $4,906+22.2% | $3,826+56.6% | $4,779+25.4% |
| Participant deferral / active EE | $9,813 | $5,506+78.2% | $4,672+110.0% | $5,609+75.0% |
| Admin fee / account holder | $2,200 | $11,457-80.8% | $8,547-74.3% | $10,827-79.7% |