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 | $172,556 | $138,065+25.0% | $123,544+39.7% | $135,375+27.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.98% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,266 | $5,151+2.2% | $4,628+13.8% | $4,779+10.2% |
| Participant deferral / active EE | $7,348 | $6,799+8.1% | $6,426+14.4% | $5,609+31.0% |
| Admin fee / account holder | $32,860 | $10,916+201.0% | $9,284+253.9% | $10,827+203.5% |