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 | $64,265 | $190,805-66.3% | $159,960-59.8% | $134,475-52.2% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -16.44% | 552.23%-568.7pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,390 | $4,995-52.1% | $4,226-43.4% | $4,740-49.6% |
| Participant deferral / active EE | $4,444 | $6,923-35.8% | $6,182-28.1% | $6,400-30.6% |
| Admin fee / account holder | $3,983 | $10,471-62.0% | $8,698-54.2% | $11,426-65.1% |