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 | $43,831 | $84,695-48.2% | $73,843-40.6% | $125,391-65.0% |
| Participation rate | 89.5% | 76.8%+12.7pp | 73.4%+16.0pp | 83.2%+6.3pp |
| Annual return | -1.34% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,328 | $3,123-57.5% | $2,787-52.3% | $4,866-72.7% |
| Participant deferral / active EE | $2,459 | $3,992-38.4% | $3,583-31.4% | $5,352-54.1% |
| Admin fee / account holder | $2,857 | $5,691-49.8% | $4,880-41.5% | $9,540-70.1% |