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 | $70,556 | $160,055-55.9% | $140,016-49.6% | $135,375-47.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.89% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,727 | $6,420-57.5% | $5,606-51.4% | $4,779-42.9% |
| Participant deferral / active EE | $8,519 | $7,642+11.5% | $6,927+23.0% | $5,609+51.9% |
| Admin fee / account holder | $8,473 | $13,328-36.4% | $10,705-20.9% | $10,827-21.7% |