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 | $108,760 | $90,600+20.0% | $79,464+36.9% | $135,375-19.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.12% | 977.43%-983.5pp | 718.14%-724.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $7,657 | $3,068+149.6% | $2,800+173.4% | $4,779+60.2% |
| Participant deferral / active EE | $8,306 | $4,050+105.1% | $3,704+124.2% | $5,609+48.1% |
| Admin fee / account holder | $3,748 | $5,907-36.6% | $5,113-26.7% | $10,827-65.4% |