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 | $43,127 | $190,805-77.4% | $159,960-73.0% | $134,475-67.9% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -14.14% | 552.23%-566.4pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,336 | $4,995-73.3% | $4,226-68.4% | $4,740-71.8% |
| Participant deferral / active EE | $5,974 | $6,923-13.7% | $6,182-3.4% | $6,400-6.6% |
| Admin fee / account holder | $461 | $10,471-95.6% | $8,698-94.7% | $11,426-96.0% |