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 | $92,400 | $138,065-33.1% | $123,544-25.2% | $135,375-31.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.07% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,111 | $5,151-39.6% | $4,628-32.8% | $4,779-34.9% |
| Participant deferral / active EE | $4,609 | $6,799-32.2% | $6,426-28.3% | $5,609-17.8% |
| Admin fee / account holder | $1,139 | $10,916-89.6% | $9,284-87.7% | $10,827-89.5% |