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 | $67,210 | $180,449-62.8% | $154,107-56.4% | $135,375-50.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -4.99% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,667 | $6,035-72.4% | $5,298-68.5% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,958 | $16,143-81.7% | $13,411-77.9% | $10,827-72.7% |