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 | $94,651 | $138,065-31.4% | $123,544-23.4% | $135,375-30.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.58% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,439 | $5,151-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $7,243 | $6,799+6.5% | $6,426+12.7% | $5,609+29.1% |
| Admin fee / account holder | $1,069 | $10,916-90.2% | $9,284-88.5% | $10,827-90.1% |