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 | $69,317 | $84,695-18.2% | $73,843-6.1% | $125,391-44.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.05% | 3123.53%-3123.6pp | 2267.84%-2267.9pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,297 | $3,123-58.5% | $2,787-53.5% | $4,866-73.3% |
| Participant deferral / active EE | $7,298 | $3,992+82.8% | $3,583+103.7% | $5,352+36.4% |
| Admin fee / account holder | $16,393 | $5,691+188.0% | $4,880+235.9% | $9,540+71.8% |