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 | $72,934 | $180,449-59.6% | $154,107-52.7% | $135,375-46.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.35% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,798 | $6,035-70.2% | $5,298-66.1% | $4,779-62.4% |
| Participant deferral / active EE | $4,862 | $5,806-16.3% | $5,081-4.3% | $5,609-13.3% |
| Admin fee / account holder | $2,223 | $16,143-86.2% | $13,411-83.4% | $10,827-79.5% |