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 | $21,652 | $56,199-61.5% | $67,652-68.0% | $59,632-63.7% |
| Participation rate | 88.1% | 71.5%+16.7pp | 75.7%+12.5pp | 68.7%+19.5pp |
| Annual return | -2.13% | 18505.31%-18507.4pp | 6625.04%-6627.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $684 | $1,614-57.6% | $2,266-69.8% | $2,203-69.0% |
| Participant deferral / active EE | $2,623 | $2,844-7.8% | $3,560-26.3% | $3,192-17.8% |
| Admin fee / account holder | $2,226 | $3,958-43.8% | $4,821-53.8% | $4,297-48.2% |