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 | $94,861 | $152,509-37.8% | $117,472-19.2% | $134,475-29.5% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -18.88% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,332 | $5,571-40.2% | $4,176-20.2% | $4,740-29.7% |
| Participant deferral / active EE | $6,727 | $4,818+39.6% | $4,070+65.3% | $6,400+5.1% |
| Admin fee / account holder | $987 | $7,004-85.9% | $5,645-82.5% | $11,426-91.4% |