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 | $80,445 | $92,703-13.2% | $82,719-2.7% | $134,475-40.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.50% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,832 | $3,274+47.6% | $3,009+60.6% | $4,740+1.9% |
| Participant deferral / active EE | $19,709 | $4,802+310.4% | $4,395+348.4% | $6,400+208.0% |
| Admin fee / account holder | $7,613 | $5,983+27.3% | $5,329+42.9% | $11,426-33.4% |