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 | $117,457 | $88,594+32.6% | $70,092+67.6% | $134,475-12.7% |
| Participation rate | 73.7% | 74.9%-1.2pp | 70.5%+3.2pp | 81.2%-7.5pp |
| Annual return | -20.33% | 442.67%-463.0pp | 190.73%-211.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $737 | $3,233-77.2% | $2,559-71.2% | $4,740-84.5% |
| Participant deferral / active EE | $5,835 | $4,772+22.3% | $3,849+51.6% | $6,400-8.8% |
| Admin fee / account holder | $13,323 | $10,441+27.6% | $6,267+112.6% | $11,426+16.6% |