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 | $57,629 | $99,640-42.2% | $86,436-33.3% | $134,475-57.1% |
| Participation rate | 77.3% | 82.0%-4.8pp | 80.3%-3.1pp | 81.2%-3.9pp |
| Annual return | -9.83% | 6782.58%-6792.4pp | 4394.89%-4404.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,741 | $4,400-37.7% | $3,769-27.3% | $4,740-42.2% |
| Participant deferral / active EE | $7,192 | $7,246-0.8% | $6,952+3.5% | $6,400+12.4% |
| Admin fee / account holder | $3,074 | $8,371-63.3% | $6,731-54.3% | $11,426-73.1% |