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 10-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 | $33,348 | $138,044-75.8% | $125,339-73.4% | $134,475-75.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -18.91% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,592 | $5,243-50.6% | $4,814-46.2% | $4,740-45.3% |
| Participant deferral / active EE | $4,795 | $7,799-38.5% | $7,446-35.6% | $6,400-25.1% |
| Admin fee / account holder | $665 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |