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 8-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 | $57,564 | $190,805-69.8% | $159,960-64.0% | $134,475-57.2% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -13.48% | 552.23%-565.7pp | 408.60%-422.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,196 | $4,995-76.1% | $4,226-71.7% | $4,740-74.8% |
| Participant deferral / active EE | $2,728 | $6,923-60.6% | $6,182-55.9% | $6,400-57.4% |
| Admin fee / account holder | $26,619 | $10,471+154.2% | $8,698+206.0% | $11,426+133.0% |