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 | $106,844 | $138,044-22.6% | $125,339-14.8% | $134,475-20.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.71% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,178 | $5,243-39.4% | $4,814-34.0% | $4,740-32.9% |
| Participant deferral / active EE | $10,500 | $7,799+34.6% | $7,446+41.0% | $6,400+64.1% |
| Admin fee / account holder | $7,587 | $11,571-34.4% | $10,010-24.2% | $11,426-33.6% |