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 | $103,298 | $180,449-42.8% | $154,107-33.0% | $135,375-23.7% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | -4.13% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,328 | $6,035-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $3,102 | $5,806-46.6% | $5,081-38.9% | $5,609-44.7% |
| Admin fee / account holder | $703 | $16,143-95.6% | $13,411-94.8% | $10,827-93.5% |