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 | $65,367 | $84,695-22.8% | $73,843-11.5% | $125,391-47.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.08% | 3123.53%-3124.6pp | 2267.84%-2268.9pp | 282.22%-283.3pp |
| Employer contribution / active EE | $887 | $3,123-71.6% | $2,787-68.2% | $4,866-81.8% |
| Participant deferral / active EE | $1,335 | $3,992-66.6% | $3,583-62.7% | $5,352-75.1% |
| Admin fee / account holder | $6,988 | $5,691+22.8% | $4,880+43.2% | $9,540-26.8% |