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 | $52,477 | $97,757-46.3% | $83,848-37.4% | $135,375-61.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.32% | 1287.37%-1288.7pp | 850.88%-852.2pp | 519.73%-521.1pp |
| Employer contribution / active EE | $928 | $4,222-78.0% | $3,631-74.4% | $4,779-80.6% |
| Participant deferral / active EE | $3,041 | $4,682-35.1% | $4,082-25.5% | $5,609-45.8% |
| Admin fee / account holder | $45,855 | $6,674+587.1% | $5,478+737.1% | $10,827+323.5% |