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 | $233,698 | $160,055+46.0% | $140,016+66.9% | $135,375+72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.02% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,263 | $6,420-18.0% | $5,606-6.1% | $4,779+10.1% |
| Participant deferral / active EE | $4,160 | $7,642-45.6% | $6,927-39.9% | $5,609-25.8% |
| Admin fee / account holder | $5,342 | $13,328-59.9% | $10,705-50.1% | $10,827-50.7% |