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 | $65,530 | $190,805-65.7% | $159,960-59.0% | $134,475-51.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -10.65% | 552.23%-562.9pp | 408.60%-419.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $810 | $4,995-83.8% | $4,226-80.8% | $4,740-82.9% |
| Participant deferral / active EE | $7,945 | $6,923+14.8% | $6,182+28.5% | $6,400+24.1% |
| Admin fee / account holder | $2,672 | $10,471-74.5% | $8,698-69.3% | $11,426-76.6% |