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 | $59,349 | $135,635-56.2% | $110,238-46.2% | $135,375-56.2% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -2.12% | 513.19%-515.3pp | 314.74%-316.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,117 | $4,906-77.2% | $3,826-70.8% | $4,779-76.6% |
| Participant deferral / active EE | $4,379 | $5,506-20.5% | $4,672-6.3% | $5,609-21.9% |
| Admin fee / account holder | $301 | $11,457-97.4% | $8,547-96.5% | $10,827-97.2% |