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 | $104,009 | $160,055-35.0% | $140,016-25.7% | $135,375-23.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.53% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,407 | $6,420-62.5% | $5,606-57.1% | $4,779-49.6% |
| Participant deferral / active EE | $5,280 | $7,642-30.9% | $6,927-23.8% | $5,609-5.9% |
| Admin fee / account holder | $14,592 | $13,328+9.5% | $10,705+36.3% | $10,827+34.8% |