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 9-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 | $77,199 | $138,044-44.1% | $125,339-38.4% | $134,475-42.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.20% | 750.33%-760.5pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,183 | $5,243-39.3% | $4,814-33.9% | $4,740-32.8% |
| Participant deferral / active EE | $7,295 | $7,799-6.5% | $7,446-2.0% | $6,400+14.0% |
| Admin fee / account holder | $1,981 | $11,571-82.9% | $10,010-80.2% | $11,426-82.7% |