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 | $76,897 | $180,449-57.4% | $154,107-50.1% | $135,375-43.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -3.63% | 888.09%-891.7pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $11,458 | $6,035+89.9% | $5,298+116.3% | $4,779+139.8% |
| Participant deferral / active EE | $4,343 | $5,806-25.2% | $5,081-14.5% | $5,609-22.6% |
| Admin fee / account holder | $2,190 | $16,143-86.4% | $13,411-83.7% | $10,827-79.8% |