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 5-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 | $60,045 | $99,640-39.7% | $86,436-30.5% | $134,475-55.3% |
| Participation rate | 95.0% | 82.0%+13.0pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -17.90% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $728 | $4,400-83.5% | $3,769-80.7% | $4,740-84.6% |
| Participant deferral / active EE | $7,381 | $7,246+1.9% | $6,952+6.2% | $6,400+15.3% |
| Admin fee / account holder | $766 | $8,371-90.9% | $6,731-88.6% | $11,426-93.3% |