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 | $57,434 | $84,695-32.2% | $73,843-22.2% | $125,391-54.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -2.44% | 3123.53%-3126.0pp | 2267.84%-2270.3pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,220 | $3,123-28.9% | $2,787-20.4% | $4,866-54.4% |
| Participant deferral / active EE | $2,183 | $3,992-45.3% | $3,583-39.1% | $5,352-59.2% |
| Admin fee / account holder | $509 | $5,691-91.1% | $4,880-89.6% | $9,540-94.7% |