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 | $98,398 | $180,449-45.5% | $154,107-36.1% | $135,375-27.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.26% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,911 | $6,035-68.3% | $5,298-63.9% | $4,779-60.0% |
| Participant deferral / active EE | $8,563 | $5,806+47.5% | $5,081+68.5% | $5,609+52.7% |
| Admin fee / account holder | $2,219 | $16,143-86.3% | $13,411-83.5% | $10,827-79.5% |