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 | $31,087 | $101,283-69.3% | $75,826-59.0% | $135,375-77.0% |
| Participation rate | 92.9% | 72.7%+20.1pp | 68.2%+24.6pp | 82.6%+10.2pp |
| Annual return | -6.42% | 3384.62%-3391.0pp | 1914.15%-1920.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,425 | $2,382+1.8% | $1,913+26.7% | $4,779-49.3% |
| Participant deferral / active EE | $5,486 | $3,469+58.2% | $2,862+91.7% | $5,609-2.2% |
| Admin fee / account holder | $423 | $6,539-93.5% | $4,726-91.1% | $10,827-96.1% |