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 8-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 | $114,823 | $138,065-16.8% | $123,544-7.1% | $135,375-15.2% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -0.60% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,736 | $5,151-27.5% | $4,628-19.3% | $4,779-21.8% |
| Participant deferral / active EE | $5,595 | $6,799-17.7% | $6,426-12.9% | $5,609-0.2% |
| Admin fee / account holder | $23,003 | $10,916+110.7% | $9,284+147.8% | $10,827+112.5% |