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 | $81,623 | $138,065-40.9% | $123,544-33.9% | $135,375-39.7% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -7.34% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,009 | $5,151-41.6% | $4,628-35.0% | $4,779-37.0% |
| Participant deferral / active EE | $7,795 | $6,799+14.7% | $6,426+21.3% | $5,609+39.0% |
| Admin fee / account holder | $5,785 | $10,916-47.0% | $9,284-37.7% | $10,827-46.6% |