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 | $65,727 | $135,635-51.5% | $110,238-40.4% | $135,375-51.4% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -5.79% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,621 | $4,906-67.0% | $3,826-57.6% | $4,779-66.1% |
| Participant deferral / active EE | $3,245 | $5,506-41.1% | $4,672-30.6% | $5,609-42.2% |
| Admin fee / account holder | $1,452 | $11,457-87.3% | $8,547-83.0% | $10,827-86.6% |