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 | $52,701 | $138,065-61.8% | $123,544-57.3% | $135,375-61.1% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -6.55% | 153.68%-160.2pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,341 | $5,151-74.0% | $4,628-71.0% | $4,779-71.9% |
| Participant deferral / active EE | $4,064 | $6,799-40.2% | $6,426-36.7% | $5,609-27.5% |
| Admin fee / account holder | $2,532 | $10,916-76.8% | $9,284-72.7% | $10,827-76.6% |