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 | $69,668 | $180,449-61.4% | $154,107-54.8% | $135,375-48.5% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -4.00% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,642 | $6,035-72.8% | $5,298-69.0% | $4,779-65.6% |
| Participant deferral / active EE | $5,968 | $5,806+2.8% | $5,081+17.5% | $5,609+6.4% |
| Admin fee / account holder | $6,393 | $16,143-60.4% | $13,411-52.3% | $10,827-41.0% |