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 | $81,126 | $84,695-4.2% | $73,843+9.9% | $125,391-35.3% |
| Participation rate | 70.8% | 76.8%-5.9pp | 73.4%-2.6pp | 83.2%-12.4pp |
| Annual return | -0.79% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,799 | $3,123+21.6% | $2,787+36.3% | $4,866-21.9% |
| Participant deferral / active EE | $5,069 | $3,992+27.0% | $3,583+41.5% | $5,352-5.3% |
| Admin fee / account holder | $1,366 | $5,691-76.0% | $4,880-72.0% | $9,540-85.7% |