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 | $89,357 | $84,695+5.5% | $73,843+21.0% | $125,391-28.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -0.88% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,566 | $3,123-49.9% | $2,787-43.8% | $4,866-67.8% |
| Participant deferral / active EE | $4,228 | $3,992+5.9% | $3,583+18.0% | $5,352-21.0% |
| Admin fee / account holder | $3,342 | $5,691-41.3% | $4,880-31.5% | $9,540-65.0% |