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 | $22,496 | $97,757-77.0% | $83,848-73.2% | $135,375-83.4% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -6.04% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,901 | $4,222-55.0% | $3,631-47.6% | $4,779-60.2% |
| Participant deferral / active EE | $5,065 | $4,682+8.2% | $4,082+24.1% | $5,609-9.7% |
| Admin fee / account holder | $1,247 | $6,674-81.3% | $5,478-77.2% | $10,827-88.5% |