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 7-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 | $29,835 | $138,044-78.4% | $125,339-76.2% | $134,475-77.8% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -13.29% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,161 | $5,243-39.7% | $4,814-34.3% | $4,740-33.3% |
| Participant deferral / active EE | $5,770 | $7,799-26.0% | $7,446-22.5% | $6,400-9.8% |
| Admin fee / account holder | $1,474 | $11,571-87.3% | $10,010-85.3% | $11,426-87.1% |