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 | $48,624 | $84,695-42.6% | $73,843-34.2% | $125,391-61.2% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -1.42% | 3123.53%-3124.9pp | 2267.84%-2269.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,202 | $3,123-61.5% | $2,787-56.9% | $4,866-75.3% |
| Participant deferral / active EE | $5,232 | $3,992+31.0% | $3,583+46.0% | $5,352-2.2% |
| Admin fee / account holder | $6,003 | $5,691+5.5% | $4,880+23.0% | $9,540-37.1% |