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 | $16,483 | $97,757-83.1% | $83,848-80.3% | $135,375-87.8% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -8.79% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,941 | $4,222-54.0% | $3,631-46.5% | $4,779-59.4% |
| Participant deferral / active EE | $3,512 | $4,682-25.0% | $4,082-14.0% | $5,609-37.4% |
| Admin fee / account holder | $3,826 | $6,674-42.7% | $5,478-30.2% | $10,827-64.7% |