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 | $233,920 | $138,044+69.5% | $125,339+86.6% | $134,475+74.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.69% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,664 | $5,243+8.0% | $4,814+17.7% | $4,740+19.5% |
| Participant deferral / active EE | $7,488 | $7,799-4.0% | $7,446+0.6% | $6,400+17.0% |
| Admin fee / account holder | $3,624 | $11,571-68.7% | $10,010-63.8% | $11,426-68.3% |