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 6-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 | $45,914 | $190,805-75.9% | $159,960-71.3% | $134,475-65.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.14% | 552.23%-557.4pp | 408.60%-413.7pp | 417.96%-423.1pp |
| Employer contribution / active EE | $2,303 | $4,995-53.9% | $4,226-45.5% | $4,740-51.4% |
| Participant deferral / active EE | $9,964 | $6,923+43.9% | $6,182+61.2% | $6,400+55.7% |
| Admin fee / account holder | $760 | $10,471-92.7% | $8,698-91.3% | $11,426-93.4% |