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 | $71,908 | $97,757-26.4% | $83,848-14.2% | $135,375-46.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -9.30% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,924 | $4,222-30.7% | $3,631-19.5% | $4,779-38.8% |
| Participant deferral / active EE | $6,634 | $4,682+41.7% | $4,082+62.5% | $5,609+18.3% |
| Admin fee / account holder | $479 | $6,674-92.8% | $5,478-91.3% | $10,827-95.6% |