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 | $98,845 | $180,449-45.2% | $154,107-35.9% | $135,375-27.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,459 | $6,035-9.5% | $5,298+3.0% | $4,779+14.2% |
| Participant deferral / active EE | $10,222 | $5,806+76.1% | $5,081+101.2% | $5,609+82.2% |
| Admin fee / account holder | $4,066 | $16,143-74.8% | $13,411-69.7% | $10,827-62.4% |