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 | $29,498 | $138,065-78.6% | $123,544-76.1% | $135,375-78.2% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -8.89% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,188 | $5,151-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $4,148 | $6,799-39.0% | $6,426-35.4% | $5,609-26.0% |
| Admin fee / account holder | $747 | $10,916-93.2% | $9,284-92.0% | $10,827-93.1% |