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 | $28,901 | $138,044-79.1% | $125,339-76.9% | $134,475-78.5% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -12.02% | 750.33%-762.3pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $4,210 | $5,243-19.7% | $4,814-12.5% | $4,740-11.2% |
| Participant deferral / active EE | $6,002 | $7,799-23.0% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $1,080 | $11,571-90.7% | $10,010-89.2% | $11,426-90.5% |