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 | $115,211 | $160,055-28.0% | $140,016-17.7% | $135,375-14.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -7.53% | 911.38%-918.9pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,445 | $6,420-46.3% | $5,606-38.5% | $4,779-27.9% |
| Participant deferral / active EE | $4,414 | $7,642-42.2% | $6,927-36.3% | $5,609-21.3% |
| Admin fee / account holder | $698 | $13,328-94.8% | $10,705-93.5% | $10,827-93.6% |