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 | $65,820 | $138,044-52.3% | $125,339-47.5% | $134,475-51.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,740 | $5,243-28.7% | $4,814-22.3% | $4,740-21.1% |
| Participant deferral / active EE | $16,211 | $7,799+107.9% | $7,446+117.7% | $6,400+153.3% |
| Admin fee / account holder | $2,380 | $11,571-79.4% | $10,010-76.2% | $11,426-79.2% |