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 | $42,976 | $138,065-68.9% | $123,544-65.2% | $135,375-68.3% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -8.96% | 153.68%-162.6pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,939 | $5,151-62.4% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $6,930 | $6,799+1.9% | $6,426+7.8% | $5,609+23.5% |
| Admin fee / account holder | $400 | $10,916-96.3% | $9,284-95.7% | $10,827-96.3% |