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 | $54,183 | $97,757-44.6% | $83,848-35.4% | $135,375-60.0% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -0.56% | 1287.37%-1287.9pp | 850.88%-851.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,718 | $4,222-59.3% | $3,631-52.7% | $4,779-64.0% |
| Participant deferral / active EE | $3,956 | $4,682-15.5% | $4,082-3.1% | $5,609-29.5% |
| Admin fee / account holder | $3,082 | $6,674-53.8% | $5,478-43.7% | $10,827-71.5% |