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 | $125,702 | $160,055-21.5% | $140,016-10.2% | $135,375-7.1% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -8.93% | 911.38%-920.3pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $5,223 | $6,420-18.7% | $5,606-6.8% | $4,779+9.3% |
| Participant deferral / active EE | $10,995 | $7,642+43.9% | $6,927+58.7% | $5,609+96.0% |
| Admin fee / account holder | $2,260 | $13,328-83.0% | $10,705-78.9% | $10,827-79.1% |