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 | $13,369 | $99,640-86.6% | $86,436-84.5% | $134,475-90.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.39% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,748 | $4,400-37.6% | $3,769-27.1% | $4,740-42.0% |
| Participant deferral / active EE | $3,189 | $7,246-56.0% | $6,952-54.1% | $6,400-50.2% |
| Admin fee / account holder | $567 | $8,371-93.2% | $6,731-91.6% | $11,426-95.0% |