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 | $56,952 | $56,199+1.3% | $67,652-15.8% | $59,632-4.5% |
| Participation rate | 70.0% | 71.5%-1.5pp | 75.7%-5.7pp | 68.7%+1.3pp |
| Annual return | -0.55% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,753 | $2,844-38.4% | $3,560-50.8% | $3,192-45.1% |
| Admin fee / account holder | $833 | $3,958-79.0% | $4,821-82.7% | $4,297-80.6% |