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 | $69,970 | $190,805-63.3% | $159,960-56.3% | $134,475-48.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -14.73% | 552.23%-567.0pp | 408.60%-423.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,642 | $4,995-27.1% | $4,226-13.8% | $4,740-23.2% |
| Participant deferral / active EE | $5,688 | $6,923-17.8% | $6,182-8.0% | $6,400-11.1% |
| Admin fee / account holder | $10,767 | $10,471+2.8% | $8,698+23.8% | $11,426-5.8% |