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 | $104,250 | $180,449-42.2% | $154,107-32.4% | $135,375-23.0% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -7.79% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,328 | $6,035-61.4% | $5,298-56.1% | $4,779-51.3% |
| Participant deferral / active EE | $4,354 | $5,806-25.0% | $5,081-14.3% | $5,609-22.4% |
| Admin fee / account holder | $5,821 | $16,143-63.9% | $13,411-56.6% | $10,827-46.2% |