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 | $96,184 | $135,635-29.1% | $110,238-12.7% | $135,375-29.0% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.54% | 513.19%-519.7pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,917 | $4,906-40.6% | $3,826-23.8% | $4,779-39.0% |
| Participant deferral / active EE | $4,455 | $5,506-19.1% | $4,672-4.7% | $5,609-20.6% |
| Admin fee / account holder | $4,315 | $11,457-62.3% | $8,547-49.5% | $10,827-60.1% |