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 | $96,653 | $138,044-30.0% | $125,339-22.9% | $134,475-28.1% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -18.82% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,295 | $5,243-75.3% | $4,814-73.1% | $4,740-72.7% |
| Participant deferral / active EE | $3,708 | $7,799-52.5% | $7,446-50.2% | $6,400-42.1% |
| Admin fee / account holder | $1,217 | $11,571-89.5% | $10,010-87.8% | $11,426-89.4% |