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 | $38,334 | $97,757-60.8% | $83,848-54.3% | $135,375-71.7% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -5.59% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,666 | $4,222-36.8% | $3,631-26.6% | $4,779-44.2% |
| Participant deferral / active EE | $5,942 | $4,682+26.9% | $4,082+45.6% | $5,609+5.9% |
| Admin fee / account holder | $541 | $6,674-91.9% | $5,478-90.1% | $10,827-95.0% |