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 | $59,665 | $138,044-56.8% | $125,339-52.4% | $134,475-55.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -12.09% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,668 | $5,243-30.0% | $4,814-23.8% | $4,740-22.6% |
| Participant deferral / active EE | $9,604 | $7,799+23.1% | $7,446+29.0% | $6,400+50.1% |
| Admin fee / account holder | $2,757 | $11,571-76.2% | $10,010-72.5% | $11,426-75.9% |