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 | $39,836 | $138,044-71.1% | $125,339-68.2% | $134,475-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.76% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,844 | $5,243-26.7% | $4,814-20.1% | $4,740-18.9% |
| Participant deferral / active EE | $12,951 | $7,799+66.1% | $7,446+73.9% | $6,400+102.4% |
| Admin fee / account holder | $1,680 | $11,571-85.5% | $10,010-83.2% | $11,426-85.3% |