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 | $61,449 | $197,825-68.9% | $155,790-60.6% | $125,391-51.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -1.59% | 86.74%-88.3pp | 71.54%-73.1pp | 282.22%-283.8pp |
| Employer contribution / active EE | $5,642 | $4,847+16.4% | $3,836+47.1% | $4,866+15.9% |
| Participant deferral / active EE | $9,919 | $5,630+76.2% | $4,797+106.8% | $5,352+85.3% |
| Admin fee / account holder | $1,416 | $9,545-85.2% | $7,478-81.1% | $9,540-85.2% |