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 | $212,863 | $99,640+113.6% | $86,436+146.3% | $134,475+58.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -12.88% | 6782.58%-6795.5pp | 4394.89%-4407.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,265 | $4,400-48.5% | $3,769-39.9% | $4,740-52.2% |
| Participant deferral / active EE | $7,111 | $7,246-1.9% | $6,952+2.3% | $6,400+11.1% |
| Admin fee / account holder | $15,911 | $8,371+90.1% | $6,731+136.4% | $11,426+39.3% |