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 | $80,785 | $138,044-41.5% | $125,339-35.5% | $134,475-39.9% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -15.95% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,226 | $5,243-38.5% | $4,814-33.0% | $4,740-31.9% |
| Participant deferral / active EE | $5,654 | $7,799-27.5% | $7,446-24.1% | $6,400-11.6% |
| Admin fee / account holder | $1,080 | $11,571-90.7% | $10,010-89.2% | $11,426-90.5% |