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 | $79,858 | $138,044-42.2% | $125,339-36.3% | $134,475-40.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.99% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,618 | $5,243-50.1% | $4,814-45.6% | $4,740-44.8% |
| Participant deferral / active EE | $7,224 | $7,799-7.4% | $7,446-3.0% | $6,400+12.9% |
| Admin fee / account holder | $12,063 | $11,571+4.2% | $10,010+20.5% | $11,426+5.6% |