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 | $236,056 | $180,449+30.8% | $154,107+53.2% | $135,375+74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $9,187 | $6,035+52.2% | $5,298+73.4% | $4,779+92.2% |
| Participant deferral / active EE | $4,083 | $5,806-29.7% | $5,081-19.6% | $5,609-27.2% |
| Admin fee / account holder | $8,952 | $16,143-44.5% | $13,411-33.3% | $10,827-17.3% |