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 | $95,582 | $190,805-49.9% | $159,960-40.2% | $134,475-28.9% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -16.97% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,227 | $4,995-55.4% | $4,226-47.3% | $4,740-53.0% |
| Participant deferral / active EE | $5,019 | $6,923-27.5% | $6,182-18.8% | $6,400-21.6% |
| Admin fee / account holder | $5,564 | $10,471-46.9% | $8,698-36.0% | $11,426-51.3% |