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 | $55,264 | $168,632-67.2% | $147,614-62.6% | $125,391-55.9% |
| Participation rate | 78.9% | 88.8%-9.8pp | 84.6%-5.7pp | 83.2%-4.2pp |
| Annual return | -0.59% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,716 | $5,507-50.7% | $4,895-44.5% | $5,352-49.2% |
| Admin fee / account holder | $1,382 | $13,580-89.8% | $11,611-88.1% | $9,540-85.5% |