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 | $102,688 | $138,044-25.6% | $125,339-18.1% | $134,475-23.6% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -18.48% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,434 | $5,243-34.5% | $4,814-28.7% | $4,740-27.5% |
| Participant deferral / active EE | $5,891 | $7,799-24.5% | $7,446-20.9% | $6,400-8.0% |
| Admin fee / account holder | $3,813 | $11,571-67.0% | $10,010-61.9% | $11,426-66.6% |