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 | $59,650 | $180,449-66.9% | $154,107-61.3% | $135,375-55.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -2.82% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,985 | $6,035-50.5% | $5,298-43.6% | $4,779-37.5% |
| Participant deferral / active EE | $7,638 | $5,806+31.5% | $5,081+50.3% | $5,609+36.2% |
| Admin fee / account holder | $589 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |