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 | $37,526 | $90,600-58.6% | $79,464-52.8% | $135,375-72.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 977.43%-985.5pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $366 | $3,068-88.1% | $2,800-86.9% | $4,779-92.3% |
| Participant deferral / active EE | $15,530 | $4,050+283.4% | $3,704+319.3% | $5,609+176.9% |
| Admin fee / account holder | $747 | $5,907-87.4% | $5,113-85.4% | $10,827-93.1% |