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 | $70,594 | $180,449-60.9% | $154,107-54.2% | $135,375-47.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.04% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,873 | $6,035-69.0% | $5,298-64.7% | $4,779-60.8% |
| Participant deferral / active EE | $12,501 | $5,806+115.3% | $5,081+146.1% | $5,609+122.9% |
| Admin fee / account holder | $3,657 | $16,143-77.3% | $13,411-72.7% | $10,827-66.2% |