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 | $74,403 | $84,695-12.2% | $73,843+0.8% | $125,391-40.7% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 0.15% | 3123.53%-3123.4pp | 2267.84%-2267.7pp | 282.22%-282.1pp |
| Employer contribution / active EE | $3,553 | $3,123+13.8% | $2,787+27.5% | $4,866-27.0% |
| Participant deferral / active EE | $5,595 | $3,992+40.1% | $3,583+56.1% | $5,352+4.5% |
| Admin fee / account holder | $866 | $5,691-84.8% | $4,880-82.2% | $9,540-90.9% |