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 | $208,998 | $138,044+51.4% | $125,339+66.7% | $134,475+55.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.68% | 750.33%-754.0pp | 572.05%-575.7pp | 417.96%-421.6pp |
| Employer contribution / active EE | $13,163 | $5,243+151.0% | $4,814+173.5% | $4,740+177.7% |
| Participant deferral / active EE | $7,714 | $7,799-1.1% | $7,446+3.6% | $6,400+20.5% |
| Admin fee / account holder | $1,511 | $11,571-86.9% | $10,010-84.9% | $11,426-86.8% |