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 | $50,683 | $97,757-48.2% | $83,848-39.6% | $135,375-62.6% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -7.11% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,475 | $4,222-41.4% | $3,631-31.8% | $4,779-48.2% |
| Participant deferral / active EE | $4,626 | $4,682-1.2% | $4,082+13.3% | $5,609-17.5% |
| Admin fee / account holder | $2,210 | $6,674-66.9% | $5,478-59.7% | $10,827-79.6% |