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 | $32,777 | $44,850-26.9% | $60,547-45.9% | $59,632-45.0% |
| Participation rate | 78.3% | 59.5%+18.9pp | 68.0%+10.4pp | 68.7%+9.7pp |
| Annual return | -0.20% | 1074.14%-1074.3pp | 335.64%-335.8pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,860 | $1,462+27.2% | $2,419-23.1% | $2,203-15.6% |
| Participant deferral / active EE | $3,158 | $2,230+41.6% | $3,328-5.1% | $3,192-1.1% |
| Admin fee / account holder | $3,186 | $3,635-12.4% | $4,536-29.8% | $4,297-25.9% |