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 | $64,731 | $90,600-28.6% | $79,464-18.5% | $135,375-52.2% |
| Participation rate | 95.5% | 76.0%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -6.40% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,160 | $3,068+35.6% | $2,800+48.5% | $4,779-13.0% |
| Participant deferral / active EE | $7,672 | $4,050+89.4% | $3,704+107.1% | $5,609+36.8% |
| Admin fee / account holder | $312 | $5,907-94.7% | $5,113-93.9% | $10,827-97.1% |