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 | $67,341 | $97,757-31.1% | $83,848-19.7% | $135,375-50.3% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -4.45% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,963 | $4,222-29.8% | $3,631-18.4% | $4,779-38.0% |
| Participant deferral / active EE | $5,258 | $4,682+12.3% | $4,082+28.8% | $5,609-6.2% |
| Admin fee / account holder | $5,044 | $6,674-24.4% | $5,478-7.9% | $10,827-53.4% |