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 9-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 | $37,281 | $160,055-76.7% | $140,016-73.4% | $135,375-72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.94% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $10,323 | $6,420+60.8% | $5,606+84.1% | $4,779+116.0% |
| Participant deferral / active EE | $8,725 | $7,642+14.2% | $6,927+26.0% | $5,609+55.6% |
| Admin fee / account holder | $1,083 | $13,328-91.9% | $10,705-89.9% | $10,827-90.0% |