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 8-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 | $126,333 | $158,398-20.2% | $126,539-0.2% | $142,382-11.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 15.42% | 593.76%-578.3pp | 425.95%-410.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,339 | $4,650-71.2% | $3,674-63.6% | $4,299-68.9% |
| Participant deferral / active EE | $2,343 | $4,767-50.8% | $4,083-42.6% | $6,507-64.0% |
| Admin fee / account holder | $344 | $6,918-95.0% | $6,065-94.3% | $12,624-97.3% |