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 9-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 | $22,107 | $84,695-73.9% | $73,843-70.1% | $125,391-82.4% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -2.10% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,140 | $3,123-63.5% | $2,787-59.1% | $4,866-76.6% |
| Participant deferral / active EE | $2,166 | $3,992-45.8% | $3,583-39.6% | $5,352-59.5% |
| Admin fee / account holder | $8,050 | $5,691+41.4% | $4,880+65.0% | $9,540-15.6% |