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 8-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 | $58,852 | $190,805-69.2% | $159,960-63.2% | $134,475-56.2% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -11.32% | 552.23%-563.6pp | 408.60%-419.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,089 | $4,995-58.2% | $4,226-50.6% | $4,740-55.9% |
| Participant deferral / active EE | $9,614 | $6,923+38.9% | $6,182+55.5% | $6,400+50.2% |
| Admin fee / account holder | $882 | $10,471-91.6% | $8,698-89.9% | $11,426-92.3% |