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 | $43,648 | $138,044-68.4% | $125,339-65.2% | $134,475-67.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.41% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,677 | $5,243-29.9% | $4,814-23.6% | $4,740-22.4% |
| Participant deferral / active EE | $5,146 | $7,799-34.0% | $7,446-30.9% | $6,400-19.6% |
| Admin fee / account holder | $359 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |