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 9-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 | $28,902 | $190,805-84.9% | $159,960-81.9% | $134,475-78.5% |
| Participation rate | 81.0% | 81.9%-1.0pp | 78.0%+3.0pp | 81.2%-0.3pp |
| Annual return | -18.48% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,411 | $4,995-71.8% | $4,226-66.6% | $4,740-70.2% |
| Participant deferral / active EE | $4,742 | $6,923-31.5% | $6,182-23.3% | $6,400-25.9% |
| Admin fee / account holder | $1,233 | $10,471-88.2% | $8,698-85.8% | $11,426-89.2% |