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 7-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 | $32,512 | $138,044-76.4% | $125,339-74.1% | $134,475-75.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.45% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,365 | $5,243-35.8% | $4,814-30.1% | $4,740-29.0% |
| Participant deferral / active EE | $7,929 | $7,799+1.7% | $7,446+6.5% | $6,400+23.9% |
| Admin fee / account holder | $1,209 | $11,571-89.6% | $10,010-87.9% | $11,426-89.4% |