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 | $104,328 | $160,055-34.8% | $140,016-25.5% | $135,375-22.9% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -1.88% | 911.38%-913.3pp | 651.12%-653.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $6,626 | $6,420+3.2% | $5,606+18.2% | $4,779+38.7% |
| Participant deferral / active EE | $8,441 | $7,642+10.5% | $6,927+21.9% | $5,609+50.5% |
| Admin fee / account holder | $2,129 | $13,328-84.0% | $10,705-80.1% | $10,827-80.3% |