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 8-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 | $38,569 | $99,640-61.3% | $86,436-55.4% | $134,475-71.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -2.23% | 6782.58%-6784.8pp | 4394.89%-4397.1pp | 417.96%-420.2pp |
| Employer contribution / active EE | $2,978 | $4,400-32.3% | $3,769-21.0% | $4,740-37.2% |
| Participant deferral / active EE | $7,346 | $7,246+1.4% | $6,952+5.7% | $6,400+14.8% |
| Admin fee / account holder | $542 | $8,371-93.5% | $6,731-91.9% | $11,426-95.3% |