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 | $58,077 | $138,044-57.9% | $125,339-53.7% | $134,475-56.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.81% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,297 | $5,243-56.2% | $4,814-52.3% | $4,740-51.5% |
| Participant deferral / active EE | $9,434 | $7,799+21.0% | $7,446+26.7% | $6,400+47.4% |
| Admin fee / account holder | $1,476 | $11,571-87.2% | $10,010-85.3% | $11,426-87.1% |