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 | $99,096 | $135,635-26.9% | $110,238-10.1% | $135,375-26.8% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -6.74% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,500 | $4,906-8.3% | $3,826+17.6% | $4,779-5.8% |
| Participant deferral / active EE | $12,479 | $5,506+126.6% | $4,672+167.1% | $5,609+122.5% |
| Admin fee / account holder | $1,967 | $11,457-82.8% | $8,547-77.0% | $10,827-81.8% |