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 | $175,759 | $197,825-11.2% | $155,790+12.8% | $125,391+40.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.59% | 86.74%-87.3pp | 71.54%-72.1pp | 282.22%-282.8pp |
| Employer contribution / active EE | $16,667 | $4,847+243.9% | $3,836+334.5% | $4,866+242.5% |
| Participant deferral / active EE | $8,658 | $5,630+53.8% | $4,797+80.5% | $5,352+61.8% |
| Admin fee / account holder | $890 | $9,545-90.7% | $7,478-88.1% | $9,540-90.7% |