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 | $207,825 | $180,449+15.2% | $154,107+34.9% | $135,375+53.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.33% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $8,055 | $6,035+33.5% | $5,298+52.1% | $4,779+68.6% |
| Participant deferral / active EE | $10,002 | $5,806+72.3% | $5,081+96.9% | $5,609+78.3% |
| Admin fee / account holder | $1,766 | $16,143-89.1% | $13,411-86.8% | $10,827-83.7% |