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 | $91,969 | $190,805-51.8% | $159,960-42.5% | $134,475-31.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.78% | 552.23%-560.0pp | 408.60%-416.4pp | 417.96%-425.7pp |
| Employer contribution / active EE | $10,247 | $4,995+105.1% | $4,226+142.5% | $4,740+116.2% |
| Participant deferral / active EE | $10,800 | $6,923+56.0% | $6,182+74.7% | $6,400+68.8% |
| Admin fee / account holder | $569 | $10,471-94.6% | $8,698-93.5% | $11,426-95.0% |