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 7-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 | $37,877 | $190,805-80.1% | $159,960-76.3% | $134,475-71.8% |
| Participation rate | 81.3% | 81.9%-0.7pp | 78.0%+3.3pp | 81.2%0pp |
| Annual return | -6.63% | 552.23%-558.9pp | 408.60%-415.2pp | 417.96%-424.6pp |
| Employer contribution / active EE | $2,936 | $4,995-41.2% | $4,226-30.5% | $4,740-38.1% |
| Participant deferral / active EE | $1,773 | $6,923-74.4% | $6,182-71.3% | $6,400-72.3% |
| Admin fee / account holder | $649 | $10,471-93.8% | $8,698-92.5% | $11,426-94.3% |