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 10-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 | $30,930 | $138,044-77.6% | $125,339-75.3% | $134,475-77.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,819 | $5,243-46.2% | $4,814-41.4% | $4,740-40.5% |
| Participant deferral / active EE | $7,209 | $7,799-7.6% | $7,446-3.2% | $6,400+12.7% |
| Admin fee / account holder | $1,904 | $11,571-83.5% | $10,010-81.0% | $11,426-83.3% |