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 | $101,811 | $138,044-26.2% | $125,339-18.8% | $134,475-24.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,585 | $5,243-12.5% | $4,814-4.7% | $4,740-3.3% |
| Participant deferral / active EE | $9,391 | $7,799+20.4% | $7,446+26.1% | $6,400+46.7% |
| Admin fee / account holder | $1,245 | $11,571-89.2% | $10,010-87.6% | $11,426-89.1% |