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 | $184,851 | $138,044+33.9% | $125,339+47.5% | $134,475+37.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.55% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,089 | $5,243-2.9% | $4,814+5.7% | $4,740+7.4% |
| Participant deferral / active EE | $13,032 | $7,799+67.1% | $7,446+75.0% | $6,400+103.6% |
| Admin fee / account holder | $6,570 | $11,571-43.2% | $10,010-34.4% | $11,426-42.5% |