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 9-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 | $52,961 | $180,449-70.7% | $154,107-65.6% | $135,375-60.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -1.28% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,911 | $6,035-68.3% | $5,298-63.9% | $4,779-60.0% |
| Participant deferral / active EE | $5,602 | $5,806-3.5% | $5,081+10.3% | $5,609-0.1% |
| Admin fee / account holder | $405 | $16,143-97.5% | $13,411-97.0% | $10,827-96.3% |