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 | $22,114 | $99,640-77.8% | $86,436-74.4% | $134,475-83.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.78% | 6782.58%-6803.4pp | 4394.89%-4415.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,128 | $4,400+16.5% | $3,769+36.1% | $4,740+8.2% |
| Participant deferral / active EE | $3,500 | $7,246-51.7% | $6,952-49.6% | $6,400-45.3% |
| Admin fee / account holder | $586 | $8,371-93.0% | $6,731-91.3% | $11,426-94.9% |