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 | $145,894 | $190,805-23.5% | $159,960-8.8% | $134,475+8.5% |
| Participation rate | 81.0% | 81.9%-1.0pp | 78.0%+3.0pp | 81.2%-0.3pp |
| Annual return | -17.86% | 552.23%-570.1pp | 408.60%-426.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,438 | $4,995-51.2% | $4,226-42.3% | $4,740-48.6% |
| Participant deferral / active EE | $6,456 | $6,923-6.7% | $6,182+4.4% | $6,400+0.9% |
| Admin fee / account holder | $4,004 | $10,471-61.8% | $8,698-54.0% | $11,426-65.0% |