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 | $239,468 | $197,825+21.1% | $155,790+53.7% | $125,391+91.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.05% | 86.74%-87.8pp | 71.54%-72.6pp | 282.22%-283.3pp |
| Employer contribution / active EE | $13,963 | $4,847+188.1% | $3,836+264.0% | $4,866+187.0% |
| Participant deferral / active EE | $6,661 | $5,630+18.3% | $4,797+38.9% | $5,352+24.5% |
| Admin fee / account holder | $610 | $9,545-93.6% | $7,478-91.8% | $9,540-93.6% |