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 | $104,488 | $168,632-38.0% | $147,614-29.2% | $125,391-16.7% |
| Participation rate | 70.6% | 88.8%-18.2pp | 84.6%-14.0pp | 83.2%-12.6pp |
| Annual return | -1.87% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,679 | $6,252-73.1% | $5,564-69.8% | $4,866-65.5% |
| Participant deferral / active EE | $2,929 | $5,507-46.8% | $4,895-40.2% | $5,352-45.3% |
| Admin fee / account holder | $1,908 | $13,580-85.9% | $11,611-83.6% | $9,540-80.0% |