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 | $131,011 | $190,805-31.3% | $159,960-18.1% | $134,475-2.6% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -16.19% | 552.23%-568.4pp | 408.60%-424.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,065 | $4,995-18.6% | $4,226-3.8% | $4,740-14.2% |
| Participant deferral / active EE | $4,525 | $6,923-34.6% | $6,182-26.8% | $6,400-29.3% |
| Admin fee / account holder | $858 | $10,471-91.8% | $8,698-90.1% | $11,426-92.5% |