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 | $218,458 | $190,805+14.5% | $159,960+36.6% | $134,475+62.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.74% | 552.23%-568.0pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,551 | $4,995-8.9% | $4,226+7.7% | $4,740-4.0% |
| Participant deferral / active EE | $8,809 | $6,923+27.2% | $6,182+42.5% | $6,400+37.6% |
| Admin fee / account holder | $1,111 | $10,471-89.4% | $8,698-87.2% | $11,426-90.3% |