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 | $56,235 | $135,635-58.5% | $110,238-49.0% | $135,375-58.5% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | -7.53% | 513.19%-520.7pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $8,164 | $4,906+66.4% | $3,826+113.4% | $4,779+70.8% |
| Participant deferral / active EE | $4,352 | $5,506-21.0% | $4,672-6.8% | $5,609-22.4% |
| Admin fee / account holder | $1,145 | $11,457-90.0% | $8,547-86.6% | $10,827-89.4% |