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 | $73,275 | $101,283-27.7% | $75,826-3.4% | $135,375-45.9% |
| Participation rate | 90.5% | 72.7%+17.7pp | 68.2%+22.3pp | 82.6%+7.8pp |
| Annual return | -3.71% | 3384.62%-3388.3pp | 1914.15%-1917.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,313 | $2,382+39.1% | $1,913+73.2% | $4,779-30.7% |
| Participant deferral / active EE | $3,594 | $3,469+3.6% | $2,862+25.6% | $5,609-35.9% |
| Admin fee / account holder | $10,806 | $6,539+65.3% | $4,726+128.7% | $10,827-0.2% |