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 | $53,528 | $135,635-60.5% | $110,238-51.4% | $135,375-60.5% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -2.53% | 513.19%-515.7pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $6,962 | $4,906+41.9% | $3,826+82.0% | $4,779+45.7% |
| Participant deferral / active EE | $3,712 | $5,506-32.6% | $4,672-20.5% | $5,609-33.8% |
| Admin fee / account holder | $2,003 | $11,457-82.5% | $8,547-76.6% | $10,827-81.5% |