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 | $61,932 | $138,044-55.1% | $125,339-50.6% | $134,475-53.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.79% | 750.33%-753.1pp | 572.05%-574.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $5,724 | $5,243+9.2% | $4,814+18.9% | $4,740+20.8% |
| Participant deferral / active EE | $8,358 | $7,799+7.2% | $7,446+12.2% | $6,400+30.6% |
| Admin fee / account holder | $1,450 | $11,571-87.5% | $10,010-85.5% | $11,426-87.3% |