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 | $55,039 | $190,805-71.2% | $159,960-65.6% | $134,475-59.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.38% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,986 | $4,995+59.9% | $4,226+89.0% | $4,740+68.5% |
| Participant deferral / active EE | $20,134 | $6,923+190.8% | $6,182+225.7% | $6,400+214.6% |
| Admin fee / account holder | $2,738 | $10,471-73.9% | $8,698-68.5% | $11,426-76.0% |