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 | $37,166 | $160,055-76.8% | $140,016-73.5% | $135,375-72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.09% | 911.38%-920.5pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $7,100 | $6,420+10.6% | $5,606+26.7% | $4,779+48.6% |
| Participant deferral / active EE | $5,630 | $7,642-26.3% | $6,927-18.7% | $5,609+0.4% |
| Admin fee / account holder | $2,465 | $13,328-81.5% | $10,705-77.0% | $10,827-77.2% |