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 | $176,015 | $97,757+80.1% | $83,848+109.9% | $135,375+30.0% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.59% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,841 | $4,222-32.7% | $3,631-21.8% | $4,779-40.5% |
| Participant deferral / active EE | $5,654 | $4,682+20.8% | $4,082+38.5% | $5,609+0.8% |
| Admin fee / account holder | $2,733 | $6,674-59.0% | $5,478-50.1% | $10,827-74.8% |