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 | $91,554 | $190,805-52.0% | $159,960-42.8% | $134,475-31.9% |
| Participation rate | 76.9% | 81.9%-5.0pp | 78.0%-1.0pp | 81.2%-4.3pp |
| Annual return | -16.69% | 552.23%-568.9pp | 408.60%-425.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,400 | $6,923-7.6% | $6,182+3.5% | $6,4000% |
| Admin fee / account holder | $1,058 | $10,471-89.9% | $8,698-87.8% | $11,426-90.7% |