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 9-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 | $67,808 | $135,635-50.0% | $110,238-38.5% | $135,375-49.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -5.32% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,215 | $4,906-75.2% | $3,826-68.3% | $4,779-74.6% |
| Participant deferral / active EE | $3,877 | $5,506-29.6% | $4,672-17.0% | $5,609-30.9% |
| Admin fee / account holder | $678 | $11,457-94.1% | $8,547-92.1% | $10,827-93.7% |