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 | $52,542 | $84,695-38.0% | $73,843-28.8% | $125,391-58.1% |
| Participation rate | 72.2% | 76.8%-4.5pp | 73.4%-1.2pp | 83.2%-11.0pp |
| Annual return | -1.47% | 3123.53%-3125.0pp | 2267.84%-2269.3pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,951 | $3,123-5.5% | $2,787+5.9% | $4,866-39.3% |
| Participant deferral / active EE | $5,770 | $3,992+44.5% | $3,583+61.0% | $5,352+7.8% |
| Admin fee / account holder | $373 | $5,691-93.4% | $4,880-92.4% | $9,540-96.1% |