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 10-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 | $57,059 | $92,703-38.4% | $82,719-31.0% | $134,475-57.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -15.86% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,470 | $3,274+36.5% | $3,009+48.5% | $4,740-5.7% |
| Participant deferral / active EE | $7,131 | $4,802+48.5% | $4,395+62.3% | $6,400+11.4% |
| Admin fee / account holder | $9,219 | $5,983+54.1% | $5,329+73.0% | $11,426-19.3% |