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 | $69,955 | $88,594-21.0% | $70,092-0.2% | $134,475-48.0% |
| Participation rate | 73.7% | 74.9%-1.2pp | 70.5%+3.2pp | 81.2%-7.5pp |
| Annual return | -5.73% | 442.67%-448.4pp | 190.73%-196.5pp | 417.96%-423.7pp |
| Employer contribution / active EE | $2,326 | $3,233-28.1% | $2,559-9.1% | $4,740-50.9% |
| Participant deferral / active EE | $5,016 | $4,772+5.1% | $3,849+30.3% | $6,400-21.6% |
| Admin fee / account holder | $941 | $10,441-91.0% | $6,267-85.0% | $11,426-91.8% |