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 | $23,467 | $97,757-76.0% | $83,848-72.0% | $135,375-82.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.79% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,125 | $4,222-49.7% | $3,631-41.5% | $4,779-55.5% |
| Participant deferral / active EE | $4,619 | $4,682-1.3% | $4,082+13.2% | $5,609-17.6% |
| Admin fee / account holder | $1,435 | $6,674-78.5% | $5,478-73.8% | $10,827-86.7% |