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 | $46,851 | $138,044-66.1% | $125,339-62.6% | $134,475-65.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -11.14% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,603 | $5,243-50.4% | $4,814-45.9% | $4,740-45.1% |
| Participant deferral / active EE | $10,146 | $7,799+30.1% | $7,446+36.3% | $6,400+58.5% |
| Admin fee / account holder | $524 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |