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 | $109,614 | $84,402+29.9% | $61,373+78.6% | $134,475-18.5% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -17.70% | 584.55%-602.2pp | 338.61%-356.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $634 | $1,544-59.0% | $1,159-45.3% | $4,740-86.6% |
| Participant deferral / active EE | $3,434 | $2,819+21.8% | $2,125+61.6% | $6,400-46.3% |
| Admin fee / account holder | $654 | $2,585-74.7% | $2,130-69.3% | $11,426-94.3% |