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 | $108,977 | $138,044-21.1% | $125,339-13.1% | $134,475-19.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.42% | 750.33%-762.7pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,047 | $5,243-61.0% | $4,814-57.5% | $4,740-56.8% |
| Participant deferral / active EE | $6,609 | $7,799-15.3% | $7,446-11.2% | $6,400+3.3% |
| Admin fee / account holder | $60,431 | $11,571+422.3% | $10,010+503.7% | $11,426+428.9% |