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 7-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 | $52,859 | $138,044-61.7% | $125,339-57.8% | $134,475-60.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,789 | $5,243-65.9% | $4,814-62.8% | $4,740-62.3% |
| Participant deferral / active EE | $7,261 | $7,799-6.9% | $7,446-2.5% | $6,400+13.5% |
| Admin fee / account holder | $2,657 | $11,571-77.0% | $10,010-73.5% | $11,426-76.7% |