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 | $88,466 | $138,044-35.9% | $125,339-29.4% | $134,475-34.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.73% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,000 | $5,243-61.9% | $4,814-58.5% | $4,740-57.8% |
| Participant deferral / active EE | $5,290 | $7,799-32.2% | $7,446-29.0% | $6,400-17.3% |
| Admin fee / account holder | $783 | $11,571-93.2% | $10,010-92.2% | $11,426-93.1% |