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 | $105,489 | $138,044-23.6% | $125,339-15.8% | $134,475-21.6% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,717 | $5,243-10.0% | $4,814-2.0% | $4,740-0.5% |
| Participant deferral / active EE | $8,846 | $7,799+13.4% | $7,446+18.8% | $6,400+38.2% |
| Admin fee / account holder | $7,118 | $11,571-38.5% | $10,010-28.9% | $11,426-37.7% |