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 | $51,493 | $97,757-47.3% | $83,848-38.6% | $135,375-62.0% |
| Participation rate | 70.8% | 80.0%-9.1pp | 76.1%-5.3pp | 82.6%-11.8pp |
| Annual return | -5.64% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $953 | $4,222-77.4% | $3,631-73.7% | $4,779-80.0% |
| Participant deferral / active EE | $4,294 | $4,682-8.3% | $4,082+5.2% | $5,609-23.4% |
| Admin fee / account holder | $4,494 | $6,674-32.7% | $5,478-18.0% | $10,827-58.5% |