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 | $88,320 | $138,044-36.0% | $125,339-29.5% | $134,475-34.3% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -18.13% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,179 | $5,243-39.4% | $4,814-34.0% | $4,740-32.9% |
| Participant deferral / active EE | $6,187 | $7,799-20.7% | $7,446-16.9% | $6,400-3.3% |
| Admin fee / account holder | $2,301 | $11,571-80.1% | $10,010-77.0% | $11,426-79.9% |