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 8-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 | $44,994 | $106,543-57.8% | $91,220-50.7% | $134,475-66.5% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -20.76% | 160.60%-181.4pp | 114.01%-134.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $536 | $3,331-83.9% | $2,850-81.2% | $4,740-88.7% |
| Participant deferral / active EE | $7,661 | $4,719+62.3% | $4,234+80.9% | $6,400+19.7% |
| Admin fee / account holder | $851 | $6,231-86.3% | $5,420-84.3% | $11,426-92.6% |