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 | $193,542 | $180,449+7.3% | $154,107+25.6% | $135,375+43.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.09% | 888.09%-889.2pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $5,034 | $6,035-16.6% | $5,298-5.0% | $4,779+5.3% |
| Participant deferral / active EE | $9,012 | $5,806+55.2% | $5,081+77.4% | $5,609+60.7% |
| Admin fee / account holder | $2,194 | $16,143-86.4% | $13,411-83.6% | $10,827-79.7% |