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 | $68,863 | $180,449-61.8% | $154,107-55.3% | $135,375-49.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.94% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,627 | $6,035-73.0% | $5,298-69.3% | $4,779-66.0% |
| Participant deferral / active EE | $6,030 | $5,806+3.9% | $5,081+18.7% | $5,609+7.5% |
| Admin fee / account holder | $2,201 | $16,143-86.4% | $13,411-83.6% | $10,827-79.7% |