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 | $119,992 | $190,805-37.1% | $159,960-25.0% | $134,475-10.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.89% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,380 | $4,995-72.4% | $4,226-67.3% | $4,740-70.9% |
| Participant deferral / active EE | $6,688 | $6,923-3.4% | $6,182+8.2% | $6,400+4.5% |
| Admin fee / account holder | $623 | $10,471-94.0% | $8,698-92.8% | $11,426-94.5% |