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 | $55,914 | $138,044-59.5% | $125,339-55.4% | $134,475-58.4% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -11.89% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,508 | $5,243-52.2% | $4,814-47.9% | $4,740-47.1% |
| Participant deferral / active EE | $3,401 | $7,799-56.4% | $7,446-54.3% | $6,400-46.9% |
| Admin fee / account holder | $1,576 | $11,571-86.4% | $10,010-84.3% | $11,426-86.2% |