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 | $53,332 | $135,635-60.7% | $110,238-51.6% | $135,375-60.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -5.71% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,363 | $4,906-51.8% | $3,826-38.3% | $4,779-50.6% |
| Participant deferral / active EE | $7,793 | $5,506+41.5% | $4,672+66.8% | $5,609+38.9% |
| Admin fee / account holder | $4,941 | $11,457-56.9% | $8,547-42.2% | $10,827-54.4% |