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 10-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 | $230,150 | $138,044+66.7% | $125,339+83.6% | $134,475+71.1% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -13.93% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,223 | $5,243-57.6% | $4,814-53.8% | $4,740-53.1% |
| Participant deferral / active EE | $6,006 | $7,799-23.0% | $7,446-19.3% | $6,400-6.2% |
| Admin fee / account holder | $25,399 | $11,571+119.5% | $10,010+153.7% | $11,426+122.3% |