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 | $70,037 | $180,449-61.2% | $154,107-54.6% | $135,375-48.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.28% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $16,597 | $6,035+175.0% | $5,298+213.3% | $4,779+247.3% |
| Participant deferral / active EE | $22,199 | $5,806+282.3% | $5,081+336.9% | $5,609+295.8% |
| Admin fee / account holder | $1,384 | $16,143-91.4% | $13,411-89.7% | $10,827-87.2% |