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 7-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 | $29,916 | $138,044-78.3% | $125,339-76.1% | $134,475-77.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.88% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,909 | $5,243-25.4% | $4,814-18.8% | $4,740-17.5% |
| Participant deferral / active EE | $9,732 | $7,799+24.8% | $7,446+30.7% | $6,400+52.1% |
| Admin fee / account holder | $1,585 | $11,571-86.3% | $10,010-84.2% | $11,426-86.1% |