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 6-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 | $19,521 | $99,640-80.4% | $86,436-77.4% | $134,475-85.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.35% | 6782.58%-6786.9pp | 4394.89%-4399.2pp | 417.96%-422.3pp |
| Employer contribution / active EE | $1,618 | $4,400-63.2% | $3,769-57.1% | $4,740-65.9% |
| Participant deferral / active EE | $6,297 | $7,246-13.1% | $6,952-9.4% | $6,400-1.6% |
| Admin fee / account holder | $2,569 | $8,371-69.3% | $6,731-61.8% | $11,426-77.5% |