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 | $42,955 | $135,635-68.3% | $110,238-61.0% | $135,375-68.3% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.8%-3.3pp | 82.6%-6.2pp |
| Annual return | -5.90% | 513.19%-519.1pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,507 | $4,906-48.9% | $3,826-34.5% | $4,779-47.5% |
| Participant deferral / active EE | $4,321 | $5,506-21.5% | $4,672-7.5% | $5,609-23.0% |
| Admin fee / account holder | $1,552 | $11,457-86.5% | $8,547-81.8% | $10,827-85.7% |