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 | $84,826 | $180,449-53.0% | $154,107-45.0% | $135,375-37.3% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -5.59% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,155 | $6,035-64.3% | $5,298-59.3% | $4,779-54.9% |
| Participant deferral / active EE | $4,240 | $5,806-27.0% | $5,081-16.6% | $5,609-24.4% |
| Admin fee / account holder | $1,392 | $16,143-91.4% | $13,411-89.6% | $10,827-87.1% |