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 | $49,051 | $190,805-74.3% | $159,960-69.3% | $134,475-63.5% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -19.77% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,129 | $4,995-37.4% | $4,226-25.9% | $4,740-34.0% |
| Participant deferral / active EE | $10,713 | $6,923+54.7% | $6,182+73.3% | $6,400+67.4% |
| Admin fee / account holder | $401 | $10,471-96.2% | $8,698-95.4% | $11,426-96.5% |