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 | $66,575 | $190,805-65.1% | $159,960-58.4% | $134,475-50.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.70% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,278 | $4,995-54.4% | $4,226-46.1% | $4,740-51.9% |
| Participant deferral / active EE | $6,684 | $6,923-3.5% | $6,182+8.1% | $6,400+4.4% |
| Admin fee / account holder | $691 | $10,471-93.4% | $8,698-92.1% | $11,426-94.0% |