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 | $81,225 | $138,044-41.2% | $125,339-35.2% | $134,475-39.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -9.35% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,880 | $5,243-45.1% | $4,814-40.2% | $4,740-39.2% |
| Participant deferral / active EE | $6,769 | $7,799-13.2% | $7,446-9.1% | $6,400+5.8% |
| Admin fee / account holder | $512 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |