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 | $44,577 | $135,635-67.1% | $110,238-59.6% | $135,375-67.1% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -2.58% | 513.19%-515.8pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,310 | $4,906-52.9% | $3,826-39.6% | $4,779-51.7% |
| Participant deferral / active EE | $6,722 | $5,506+22.1% | $4,672+43.9% | $5,609+19.9% |
| Admin fee / account holder | $2,273 | $11,457-80.2% | $8,547-73.4% | $10,827-79.0% |