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 | $35,120 | $138,065-74.6% | $123,544-71.6% | $135,375-74.1% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -8.00% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,802 | $5,151-65.0% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $7,822 | $6,799+15.0% | $6,426+21.7% | $5,609+39.5% |
| Admin fee / account holder | $595 | $10,916-94.5% | $9,284-93.6% | $10,827-94.5% |