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 | $90,291 | $135,635-33.4% | $110,238-18.1% | $135,375-33.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.72% | 513.19%-521.9pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $10,640 | $4,906+116.9% | $3,826+178.1% | $4,779+122.7% |
| Participant deferral / active EE | $19,700 | $5,506+257.8% | $4,672+321.7% | $5,609+251.2% |
| Admin fee / account holder | $459 | $11,457-96.0% | $8,547-94.6% | $10,827-95.8% |