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 | $63,398 | $180,449-64.9% | $154,107-58.9% | $135,375-53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,870 | $6,035-69.0% | $5,298-64.7% | $4,779-60.9% |
| Participant deferral / active EE | $11,012 | $5,806+89.7% | $5,081+116.7% | $5,609+96.3% |
| Admin fee / account holder | $385 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |