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 6-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 | $72,641 | $39,798+82.5% | $67,711+7.3% | $59,632+21.8% |
| Participation rate | 84.2% | 57.4%+26.9pp | 67.5%+16.7pp | 68.7%+15.5pp |
| Annual return | -0.49% | 89.94%-90.4pp | 25.41%-25.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,610 | $1,393+159.2% | $2,559+41.1% | $2,203+63.9% |
| Participant deferral / active EE | $4,384 | $2,335+87.7% | $3,585+22.3% | $3,192+37.3% |
| Admin fee / account holder | $2,684 | $3,212-16.4% | $4,255-36.9% | $4,297-37.5% |