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 | $72,779 | $97,757-25.6% | $83,848-13.2% | $135,375-46.2% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -5.36% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,787 | $4,222-57.7% | $3,631-50.8% | $4,779-62.6% |
| Participant deferral / active EE | $3,507 | $4,682-25.1% | $4,082-14.1% | $5,609-37.5% |
| Admin fee / account holder | $14,252 | $6,674+113.6% | $5,478+160.2% | $10,827+31.6% |