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 | $146,264 | $180,449-18.9% | $154,107-5.1% | $135,375+8.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.72% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,995 | $6,035+32.5% | $5,298+50.9% | $4,779+67.3% |
| Participant deferral / active EE | $3,300 | $5,806-43.2% | $5,081-35.0% | $5,609-41.2% |
| Admin fee / account holder | $930 | $16,143-94.2% | $13,411-93.1% | $10,827-91.4% |