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 | $13,088 | $84,695-84.5% | $73,843-82.3% | $125,391-89.6% |
| Participation rate | 81.8% | 76.8%+5.1pp | 73.4%+8.4pp | 83.2%-1.4pp |
| Annual return | -1.15% | 3123.53%-3124.7pp | 2267.84%-2269.0pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,319 | $3,123-57.8% | $2,787-52.7% | $4,866-72.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $323 | $5,691-94.3% | $4,880-93.4% | $9,540-96.6% |