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 | $183,725 | $138,044+33.1% | $125,339+46.6% | $134,475+36.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.49% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,249 | $5,243-38.0% | $4,814-32.5% | $4,740-31.4% |
| Participant deferral / active EE | $9,155 | $7,799+17.4% | $7,446+22.9% | $6,400+43.1% |
| Admin fee / account holder | $4,486 | $11,571-61.2% | $10,010-55.2% | $11,426-60.7% |