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 | $80,393 | $147,727-45.6% | $115,756-30.5% | $134,475-40.2% |
| Participation rate | 72.7% | 80.4%-7.7pp | 77.1%-4.4pp | 81.2%-8.5pp |
| Annual return | -18.34% | 73.96%-92.3pp | 143.14%-161.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,975 | $4,713-36.9% | $3,793-21.6% | $4,740-37.2% |
| Participant deferral / active EE | $4,477 | $7,563-40.8% | $6,254-28.4% | $6,400-30.0% |
| Admin fee / account holder | $913 | $14,571-93.7% | $8,124-88.8% | $11,426-92.0% |