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 | $92,906 | $92,703+0.2% | $82,719+12.3% | $134,475-30.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.82% | 944.92%-955.7pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $6,097 | $3,274+86.2% | $3,009+102.6% | $4,740+28.6% |
| Participant deferral / active EE | $7,668 | $4,802+59.7% | $4,395+74.5% | $6,400+19.8% |
| Admin fee / account holder | $1,174 | $5,983-80.4% | $5,329-78.0% | $11,426-89.7% |