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 | $48,888 | $168,632-71.0% | $147,614-66.9% | $125,391-61.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.21% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,810 | $6,252-71.1% | $5,564-67.5% | $4,866-62.8% |
| Participant deferral / active EE | $1,930 | $5,507-65.0% | $4,895-60.6% | $5,352-63.9% |
| Admin fee / account holder | $1,137 | $13,580-91.6% | $11,611-90.2% | $9,540-88.1% |