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 | $40,941 | $138,065-70.3% | $123,544-66.9% | $135,375-69.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.10% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,741 | $5,151-46.8% | $4,628-40.8% | $4,779-42.6% |
| Participant deferral / active EE | $6,726 | $6,799-1.1% | $6,426+4.7% | $5,609+19.9% |
| Admin fee / account holder | $1,985 | $10,916-81.8% | $9,284-78.6% | $10,827-81.7% |