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 7-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 | $19,122 | $138,044-86.1% | $125,339-84.7% | $134,475-85.8% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -8.53% | 750.33%-758.9pp | 572.05%-580.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,888 | $5,243-64.0% | $4,814-60.8% | $4,740-60.2% |
| Participant deferral / active EE | $3,404 | $7,799-56.4% | $7,446-54.3% | $6,400-46.8% |
| Admin fee / account holder | $1,884 | $11,571-83.7% | $10,010-81.2% | $11,426-83.5% |