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 | $94,125 | $168,632-44.2% | $147,614-36.2% | $125,391-24.9% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -2.75% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,803 | $6,252-71.2% | $5,564-67.6% | $4,866-62.9% |
| Participant deferral / active EE | $5,472 | $5,507-0.6% | $4,895+11.8% | $5,352+2.2% |
| Admin fee / account holder | $4,345 | $13,580-68.0% | $11,611-62.6% | $9,540-54.5% |