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 | $45,190 | $180,449-75.0% | $154,107-70.7% | $135,375-66.6% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -7.47% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,575 | $6,035-40.8% | $5,298-32.5% | $4,779-25.2% |
| Participant deferral / active EE | $6,035 | $5,806+3.9% | $5,081+18.8% | $5,609+7.6% |
| Admin fee / account holder | $2,902 | $16,143-82.0% | $13,411-78.4% | $10,827-73.2% |