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 6-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 | $68,517 | $190,805-64.1% | $159,960-57.2% | $134,475-49.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.52% | 552.23%-564.8pp | 408.60%-421.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $12,539 | $4,995+151.0% | $4,226+196.7% | $4,740+164.5% |
| Participant deferral / active EE | $12,108 | $6,923+74.9% | $6,182+95.8% | $6,400+89.2% |
| Admin fee / account holder | $430 | $10,471-95.9% | $8,698-95.1% | $11,426-96.2% |