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 | $83,427 | $138,044-39.6% | $125,339-33.4% | $134,475-38.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.57% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,890 | $5,243+31.4% | $4,814+43.1% | $4,740+45.4% |
| Participant deferral / active EE | $14,955 | $7,799+91.8% | $7,446+100.8% | $6,400+133.7% |
| Admin fee / account holder | $2,369 | $11,571-79.5% | $10,010-76.3% | $11,426-79.3% |