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 | $53,985 | $84,695-36.3% | $73,843-26.9% | $125,391-56.9% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -1.89% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,245 | $3,992+6.3% | $3,583+18.5% | $5,352-20.7% |
| Admin fee / account holder | $1,202 | $5,691-78.9% | $4,880-75.4% | $9,540-87.4% |