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 | $65,482 | $190,805-65.7% | $159,960-59.1% | $134,475-51.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.46% | 552.23%-561.7pp | 408.60%-418.1pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,381 | $4,995-72.4% | $4,226-67.3% | $4,740-70.9% |
| Participant deferral / active EE | $11,930 | $6,923+72.3% | $6,182+93.0% | $6,400+86.4% |
| Admin fee / account holder | $819 | $10,471-92.2% | $8,698-90.6% | $11,426-92.8% |