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 | $52,369 | $180,449-71.0% | $154,107-66.0% | $135,375-61.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -3.18% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,742 | $6,035-54.6% | $5,298-48.2% | $4,779-42.6% |
| Participant deferral / active EE | $5,312 | $5,806-8.5% | $5,081+4.6% | $5,609-5.3% |
| Admin fee / account holder | $1,614 | $16,143-90.0% | $13,411-88.0% | $10,827-85.1% |