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 | $116,194 | $138,044-15.8% | $125,339-7.3% | $134,475-13.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.32% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,284 | $5,243-56.4% | $4,814-52.6% | $4,740-51.8% |
| Participant deferral / active EE | $12,627 | $7,799+61.9% | $7,446+69.6% | $6,400+97.3% |
| Admin fee / account holder | $4,937 | $11,571-57.3% | $10,010-50.7% | $11,426-56.8% |