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 | $130,261 | $160,055-18.6% | $140,016-7.0% | $135,375-3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.67% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $16,192 | $6,420+152.2% | $5,606+188.8% | $4,779+238.8% |
| Participant deferral / active EE | $10,836 | $7,642+41.8% | $6,927+56.4% | $5,609+93.2% |
| Admin fee / account holder | $27,027 | $13,328+102.8% | $10,705+152.5% | $10,827+149.6% |