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 | $246,199 | $138,044+78.3% | $125,339+96.4% | $134,475+83.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.71% | 750.33%-756.0pp | 572.05%-577.8pp | 417.96%-423.7pp |
| Employer contribution / active EE | $4,039 | $5,243-23.0% | $4,814-16.1% | $4,740-14.8% |
| Participant deferral / active EE | $16,532 | $7,799+112.0% | $7,446+122.0% | $6,400+158.3% |
| Admin fee / account holder | $6,159 | $11,571-46.8% | $10,010-38.5% | $11,426-46.1% |