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 | $59,779 | $180,449-66.9% | $154,107-61.2% | $135,375-55.8% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -8.02% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,110 | $6,035-65.0% | $5,298-60.2% | $4,779-55.8% |
| Participant deferral / active EE | $3,512 | $5,806-39.5% | $5,081-30.9% | $5,609-37.4% |
| Admin fee / account holder | $407 | $16,143-97.5% | $13,411-97.0% | $10,827-96.2% |