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 | $82,791 | $135,635-39.0% | $110,238-24.9% | $135,375-38.8% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.8%+2.8pp | 82.6%0pp |
| Annual return | -7.72% | 513.19%-520.9pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,990 | $4,906+22.1% | $3,826+56.5% | $4,779+25.3% |
| Participant deferral / active EE | $9,357 | $5,506+69.9% | $4,672+100.3% | $5,609+66.8% |
| Admin fee / account holder | $3,753 | $11,457-67.2% | $8,547-56.1% | $10,827-65.3% |