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 | $19,633 | $138,044-85.8% | $125,339-84.3% | $134,475-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.09% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,059 | $5,243-60.7% | $4,814-57.2% | $4,740-56.6% |
| Participant deferral / active EE | $3,826 | $7,799-50.9% | $7,446-48.6% | $6,400-40.2% |
| Admin fee / account holder | $1,547 | $11,571-86.6% | $10,010-84.5% | $11,426-86.5% |