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 3-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 | $61,543 | $84,695-27.3% | $73,843-16.7% | $125,391-50.9% |
| Participation rate | 72.7% | 76.8%-4.0pp | 73.4%-0.7pp | 83.2%-10.5pp |
| Annual return | -0.86% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,377 | $3,123-23.9% | $2,787-14.7% | $4,866-51.1% |
| Participant deferral / active EE | $7,463 | $3,992+86.9% | $3,583+108.3% | $5,352+39.5% |
| Admin fee / account holder | $5,876 | $5,691+3.3% | $4,880+20.4% | $9,540-38.4% |