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 | $59,664 | $197,825-69.8% | $155,790-61.7% | $125,391-52.4% |
| Participation rate | 72.2% | 82.1%-9.9pp | 76.1%-3.9pp | 83.2%-11.0pp |
| Annual return | -1.46% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,145 | $4,847-55.7% | $3,836-44.1% | $4,866-55.9% |
| Participant deferral / active EE | $3,360 | $5,630-40.3% | $4,797-30.0% | $5,352-37.2% |
| Admin fee / account holder | $6,234 | $9,545-34.7% | $7,478-16.6% | $9,540-34.7% |