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 | $30,711 | $135,635-77.4% | $110,238-72.1% | $135,375-77.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.50% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,402 | $4,906-71.4% | $3,826-63.4% | $4,779-70.7% |
| Participant deferral / active EE | $2,275 | $5,506-58.7% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $328 | $11,457-97.1% | $8,547-96.2% | $10,827-97.0% |