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 | $37,200 | $190,805-80.5% | $159,960-76.7% | $134,475-72.3% |
| Participation rate | 81.3% | 81.9%-0.7pp | 78.0%+3.3pp | 81.2%0pp |
| Annual return | -17.55% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,270 | $4,995-54.6% | $4,226-46.3% | $4,740-52.1% |
| Participant deferral / active EE | $6,998 | $6,923+1.1% | $6,182+13.2% | $6,400+9.3% |
| Admin fee / account holder | $21,244 | $10,471+102.9% | $8,698+144.2% | $11,426+85.9% |