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 9-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 | $63,194 | $142,344-55.6% | $119,609-47.2% | $134,475-53.0% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | 130.57% | -12.44%+143.0pp | -14.97%+145.5pp | 417.96%-287.4pp |
| Employer contribution / active EE | $2,470 | $5,222-52.7% | $4,232-41.6% | $4,740-47.9% |
| Participant deferral / active EE | $4,876 | $6,469-24.6% | $5,602-13.0% | $6,400-23.8% |
| Admin fee / account holder | $1,724 | $13,584-87.3% | $10,323-83.3% | $11,426-84.9% |