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 | $86,024 | $138,044-37.7% | $125,339-31.4% | $134,475-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.61% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,157 | $5,243-77.9% | $4,814-76.0% | $4,740-75.6% |
| Participant deferral / active EE | $18,659 | $7,799+139.3% | $7,446+150.6% | $6,400+191.6% |
| Admin fee / account holder | $747 | $11,571-93.5% | $10,010-92.5% | $11,426-93.5% |