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 | $54,978 | $56,199-2.2% | $67,652-18.7% | $59,632-7.8% |
| Participation rate | 86.5% | 71.5%+15.0pp | 75.7%+10.8pp | 68.7%+17.8pp |
| Annual return | -1.88% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,275 | $1,614-21.0% | $2,266-43.7% | $2,203-42.1% |
| Participant deferral / active EE | $3,641 | $2,844+28.0% | $3,560+2.3% | $3,192+14.1% |
| Admin fee / account holder | $539 | $3,958-86.4% | $4,821-88.8% | $4,297-87.5% |