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 | $41,950 | $138,044-69.6% | $125,339-66.5% | $134,475-68.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.49% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,256 | $5,243-37.9% | $4,814-32.4% | $4,740-31.3% |
| Participant deferral / active EE | $11,502 | $7,799+47.5% | $7,446+54.5% | $6,400+79.7% |
| Admin fee / account holder | $751 | $11,571-93.5% | $10,010-92.5% | $11,426-93.4% |