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 | $43,255 | $101,283-57.3% | $75,826-43.0% | $135,375-68.0% |
| Participation rate | 71.4% | 72.7%-1.3pp | 68.2%+3.2pp | 82.6%-11.2pp |
| Annual return | -8.66% | 3384.62%-3393.3pp | 1914.15%-1922.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,551 | $2,382-34.9% | $1,913-18.9% | $4,779-67.5% |
| Participant deferral / active EE | $6,355 | $3,469+83.2% | $2,862+122.0% | $5,609+13.3% |
| Admin fee / account holder | $1,067 | $6,539-83.7% | $4,726-77.4% | $10,827-90.1% |