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 | $98,556 | $168,632-41.6% | $147,614-33.2% | $125,391-21.4% |
| Participation rate | 73.9% | 88.8%-14.9pp | 84.6%-10.7pp | 83.2%-9.3pp |
| Annual return | -2.36% | 77.65%-80.0pp | 61.98%-64.3pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,629 | $6,252-57.9% | $5,564-52.8% | $4,866-46.0% |
| Participant deferral / active EE | $5,524 | $5,507+0.3% | $4,895+12.8% | $5,352+3.2% |
| Admin fee / account holder | $863 | $13,580-93.6% | $11,611-92.6% | $9,540-91.0% |