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 | $54,508 | $190,805-71.4% | $159,960-65.9% | $134,475-59.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.81% | 552.23%-568.0pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,707 | $4,995-45.8% | $4,226-35.9% | $4,740-42.9% |
| Participant deferral / active EE | $10,054 | $6,923+45.2% | $6,182+62.6% | $6,400+57.1% |
| Admin fee / account holder | $1,026 | $10,471-90.2% | $8,698-88.2% | $11,426-91.0% |