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 | $90,871 | $197,825-54.1% | $155,790-41.7% | $125,391-27.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -2.29% | 86.74%-89.0pp | 71.54%-73.8pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,293 | $4,847-32.1% | $3,836-14.2% | $4,866-32.3% |
| Participant deferral / active EE | $6,045 | $5,630+7.4% | $4,797+26.0% | $5,352+13.0% |
| Admin fee / account holder | $1,389 | $9,545-85.5% | $7,478-81.4% | $9,540-85.4% |