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 | $68,047 | $190,805-64.3% | $159,960-57.5% | $134,475-49.4% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -18.32% | 552.23%-570.6pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,925 | $4,995+18.6% | $4,226+40.2% | $4,740+25.0% |
| Participant deferral / active EE | $8,496 | $6,923+22.7% | $6,182+37.4% | $6,400+32.7% |
| Admin fee / account holder | $1,997 | $10,471-80.9% | $8,698-77.0% | $11,426-82.5% |