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 4-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 | $17,352 | $138,044-87.4% | $125,339-86.2% | $134,475-87.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $6,393 | $5,243+21.9% | $4,814+32.8% | $4,740+34.9% |
| Participant deferral / active EE | $8,569 | $7,799+9.9% | $7,446+15.1% | $6,400+33.9% |
| Admin fee / account holder | $2,461 | $11,571-78.7% | $10,010-75.4% | $11,426-78.5% |