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 | $89,774 | $190,805-52.9% | $159,960-43.9% | $134,475-33.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.92% | 552.23%-570.2pp | 408.60%-426.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,956 | $4,995-20.8% | $4,226-6.4% | $4,740-16.5% |
| Participant deferral / active EE | $8,028 | $6,923+16.0% | $6,182+29.8% | $6,400+25.4% |
| Admin fee / account holder | $5,728 | $10,471-45.3% | $8,698-34.1% | $11,426-49.9% |