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 | $45,503 | $84,402-46.1% | $61,373-25.9% | $134,475-66.2% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -19.88% | 584.55%-604.4pp | 338.61%-358.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $664 | $1,544-57.0% | $1,159-42.8% | $4,740-86.0% |
| Participant deferral / active EE | $2,740 | $2,819-2.8% | $2,125+28.9% | $6,400-57.2% |
| Admin fee / account holder | $829 | $2,585-67.9% | $2,130-61.1% | $11,426-92.7% |