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 9-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 | $113,329 | $190,805-40.6% | $159,960-29.2% | $134,475-15.7% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -13.09% | 552.23%-565.3pp | 408.60%-421.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,983 | $4,995-20.3% | $4,226-5.7% | $4,740-16.0% |
| Participant deferral / active EE | $7,284 | $6,923+5.2% | $6,182+17.8% | $6,400+13.8% |
| Admin fee / account holder | $1,183 | $10,471-88.7% | $8,698-86.4% | $11,426-89.6% |