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 | $44,641 | $92,703-51.8% | $82,719-46.0% | $134,475-66.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.32% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,174 | $3,274+27.5% | $3,009+38.7% | $4,740-11.9% |
| Participant deferral / active EE | $9,721 | $4,802+102.4% | $4,395+121.2% | $6,400+51.9% |
| Admin fee / account holder | $641 | $5,983-89.3% | $5,329-88.0% | $11,426-94.4% |