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 | $248,267 | $180,449+37.6% | $154,107+61.1% | $135,375+83.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.83% | 888.09%-891.9pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,412 | $6,035-43.5% | $5,298-35.6% | $4,779-28.6% |
| Participant deferral / active EE | $10,184 | $5,806+75.4% | $5,081+100.5% | $5,609+81.6% |
| Admin fee / account holder | $74,556 | $16,143+361.9% | $13,411+455.9% | $10,827+588.6% |