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 | $132,843 | $180,449-26.4% | $154,107-13.8% | $135,375-1.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -1.44% | 888.09%-889.5pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,803 | $6,035-70.1% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $5,836 | $5,806+0.5% | $5,081+14.9% | $5,609+4.0% |
| Admin fee / account holder | $2,952 | $16,143-81.7% | $13,411-78.0% | $10,827-72.7% |