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 | $107,028 | $90,600+18.1% | $79,464+34.7% | $135,375-20.9% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -7.18% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,858 | $3,068-39.4% | $2,800-33.6% | $4,779-61.1% |
| Participant deferral / active EE | $9,142 | $4,050+125.7% | $3,704+146.8% | $5,609+63.0% |
| Admin fee / account holder | $1,175 | $5,907-80.1% | $5,113-77.0% | $10,827-89.1% |