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 | $87,137 | $168,632-48.3% | $147,614-41.0% | $125,391-30.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.42% | 77.65%-81.1pp | 61.98%-65.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $5,403 | $6,252-13.6% | $5,564-2.9% | $4,866+11.0% |
| Participant deferral / active EE | $9,866 | $5,507+79.2% | $4,895+101.5% | $5,352+84.4% |
| Admin fee / account holder | $2,299 | $13,580-83.1% | $11,611-80.2% | $9,540-75.9% |