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 | $134,449 | $180,449-25.5% | $154,107-12.8% | $135,375-0.7% |
| Participation rate | 78.3% | 87.4%-9.2pp | 83.0%-4.8pp | 82.6%-4.4pp |
| Annual return | -8.57% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,447 | $6,035-59.5% | $5,298-53.8% | $4,779-48.8% |
| Participant deferral / active EE | $5,051 | $5,806-13.0% | $5,081-0.6% | $5,609-9.9% |
| Admin fee / account holder | $5,804 | $16,143-64.0% | $13,411-56.7% | $10,827-46.4% |