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 | $29,875 | $135,635-78.0% | $110,238-72.9% | $135,375-77.9% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -6.94% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,753 | $4,906-64.3% | $3,826-54.2% | $4,779-63.3% |
| Participant deferral / active EE | $2,699 | $5,506-51.0% | $4,672-42.2% | $5,609-51.9% |
| Admin fee / account holder | $509 | $11,457-95.6% | $8,547-94.0% | $10,827-95.3% |