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 | $73,013 | $138,044-47.1% | $125,339-41.7% | $134,475-45.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.70% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,016 | $5,243-42.5% | $4,814-37.3% | $4,740-36.4% |
| Participant deferral / active EE | $12,110 | $7,799+55.3% | $7,446+62.6% | $6,400+89.2% |
| Admin fee / account holder | $520 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |