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 | $92,229 | $180,449-48.9% | $154,107-40.2% | $135,375-31.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -3.34% | 888.09%-891.4pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,636 | $6,035-72.9% | $5,298-69.1% | $4,779-65.8% |
| Participant deferral / active EE | $6,731 | $5,806+15.9% | $5,081+32.5% | $5,609+20.0% |
| Admin fee / account holder | $7,331 | $16,143-54.6% | $13,411-45.3% | $10,827-32.3% |