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 | $57,794 | $97,757-40.9% | $83,848-31.1% | $135,375-57.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -0.52% | 1287.37%-1287.9pp | 850.88%-851.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $2,949 | $4,222-30.1% | $3,631-18.8% | $4,779-38.3% |
| Participant deferral / active EE | $11,031 | $4,682+135.6% | $4,082+170.2% | $5,609+96.7% |
| Admin fee / account holder | $1,288 | $6,674-80.7% | $5,478-76.5% | $10,827-88.1% |