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 | $67,696 | $180,449-62.5% | $154,107-56.1% | $135,375-50.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.87% | 888.09%-891.0pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $7,331 | $6,035+21.5% | $5,298+38.4% | $4,779+53.4% |
| Participant deferral / active EE | $7,185 | $5,806+23.7% | $5,081+41.4% | $5,609+28.1% |
| Admin fee / account holder | $5,958 | $16,143-63.1% | $13,411-55.6% | $10,827-45.0% |