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 9-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 | $58,425 | $138,065-57.7% | $123,544-52.7% | $135,375-56.8% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,139 | $5,151-39.1% | $4,628-32.2% | $4,779-34.3% |
| Participant deferral / active EE | $6,862 | $6,799+0.9% | $6,426+6.8% | $5,609+22.3% |
| Admin fee / account holder | $1,027 | $10,916-90.6% | $9,284-88.9% | $10,827-90.5% |