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 | $53,282 | $160,055-66.7% | $140,016-61.9% | $135,375-60.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.62% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,334 | $6,420-16.9% | $5,606-4.8% | $4,779+11.6% |
| Participant deferral / active EE | $11,570 | $7,642+51.4% | $6,927+67.0% | $5,609+106.3% |
| Admin fee / account holder | $2,497 | $13,328-81.3% | $10,705-76.7% | $10,827-76.9% |