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 | $139,427 | $99,640+39.9% | $86,436+61.3% | $134,475+3.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -14.90% | 6782.58%-6797.5pp | 4394.89%-4409.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $27,336 | $4,400+521.2% | $3,769+625.4% | $4,740+476.7% |
| Participant deferral / active EE | $13,076 | $7,246+80.5% | $6,952+88.1% | $6,400+104.3% |
| Admin fee / account holder | $7,022 | $8,371-16.1% | $6,731+4.3% | $11,426-38.5% |