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 9-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 | $33,563 | $190,805-82.4% | $159,960-79.0% | $134,475-75.0% |
| Participation rate | 91.3% | 81.9%+9.4pp | 78.0%+13.4pp | 81.2%+10.1pp |
| Annual return | -16.82% | 552.23%-569.1pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,191 | $4,995-56.1% | $4,226-48.1% | $4,740-53.8% |
| Participant deferral / active EE | $4,836 | $6,923-30.1% | $6,182-21.8% | $6,400-24.4% |
| Admin fee / account holder | $1,699 | $10,471-83.8% | $8,698-80.5% | $11,426-85.1% |