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 | $42,059 | $190,805-78.0% | $159,960-73.7% | $134,475-68.7% |
| Participation rate | 82.4% | 81.9%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | -16.49% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,973 | $4,995-40.5% | $4,226-29.7% | $4,740-37.3% |
| Participant deferral / active EE | $4,897 | $6,923-29.3% | $6,182-20.8% | $6,400-23.5% |
| Admin fee / account holder | $16,232 | $10,471+55.0% | $8,698+86.6% | $11,426+42.1% |