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 | $34,221 | $160,055-78.6% | $140,016-75.6% | $135,375-74.7% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | -2.93% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,914 | $6,420-70.2% | $5,606-65.9% | $4,779-59.9% |
| Participant deferral / active EE | $5,990 | $7,642-21.6% | $6,927-13.5% | $5,609+6.8% |
| Admin fee / account holder | $1,505 | $13,328-88.7% | $10,705-85.9% | $10,827-86.1% |