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 | $35,234 | $190,805-81.5% | $159,960-78.0% | $134,475-73.8% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -11.78% | 552.23%-564.0pp | 408.60%-420.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,505 | $4,995-49.8% | $4,226-40.7% | $4,740-47.1% |
| Participant deferral / active EE | $7,012 | $6,923+1.3% | $6,182+13.4% | $6,400+9.6% |
| Admin fee / account holder | $1,176 | $10,471-88.8% | $8,698-86.5% | $11,426-89.7% |