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 | $164,934 | $180,449-8.6% | $154,107+7.0% | $135,375+21.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -5.64% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,649 | $6,035-39.5% | $5,298-31.1% | $4,779-23.7% |
| Participant deferral / active EE | $6,514 | $5,806+12.2% | $5,081+28.2% | $5,609+16.1% |
| Admin fee / account holder | $2,487 | $16,143-84.6% | $13,411-81.5% | $10,827-77.0% |