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 | $63,039 | $82,630-23.7% | $64,105-1.7% | $125,391-49.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -1.69% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $708 | $2,671-73.5% | $1,820-61.1% | $4,866-85.4% |
| Participant deferral / active EE | $1,636 | $3,608-54.7% | $2,822-42.0% | $5,352-69.4% |
| Admin fee / account holder | $356 | $6,382-94.4% | $4,499-92.1% | $9,540-96.3% |