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 | $104,185 | $190,805-45.4% | $159,960-34.9% | $134,475-22.5% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -15.72% | 552.23%-568.0pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,466 | $4,995-50.6% | $4,226-41.6% | $4,740-48.0% |
| Participant deferral / active EE | $9,271 | $6,923+33.9% | $6,182+50.0% | $6,400+44.9% |
| Admin fee / account holder | $765 | $10,471-92.7% | $8,698-91.2% | $11,426-93.3% |