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 | $64,479 | $97,757-34.0% | $83,848-23.1% | $135,375-52.4% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -0.96% | 1287.37%-1288.3pp | 850.88%-851.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,670 | $4,222-36.8% | $3,631-26.5% | $4,779-44.1% |
| Participant deferral / active EE | $8,488 | $4,682+81.3% | $4,082+108.0% | $5,609+51.3% |
| Admin fee / account holder | $862 | $6,674-87.1% | $5,478-84.3% | $10,827-92.0% |