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 | $11,621 | $84,402-86.2% | $61,373-81.1% | $134,475-91.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.58% | 584.55%-606.1pp | 338.61%-360.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $616 | $1,544-60.1% | $1,159-46.9% | $4,740-87.0% |
| Participant deferral / active EE | $2,070 | $2,819-26.6% | $2,125-2.6% | $6,400-67.7% |
| Admin fee / account holder | $774 | $2,585-70.1% | $2,130-63.7% | $11,426-93.2% |