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 | $98,481 | $129,942-24.2% | $104,294-5.6% | $134,475-26.8% |
| Participation rate | 95.5% | 79.5%+15.9pp | 73.3%+22.2pp | 81.2%+14.2pp |
| Annual return | -13.21% | 42.03%-55.2pp | 24.61%-37.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,750 | $4,184+13.5% | $3,372+40.9% | $4,740+0.2% |
| Participant deferral / active EE | $5,425 | $5,588-2.9% | $4,625+17.3% | $6,400-15.2% |
| Admin fee / account holder | $3,115 | $9,323-66.6% | $7,339-57.6% | $11,426-72.7% |