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 | $104,120 | $97,757+6.5% | $83,848+24.2% | $135,375-23.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.18% | 1287.37%-1292.5pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,707 | $4,222+82.6% | $3,631+112.3% | $4,779+61.3% |
| Participant deferral / active EE | $8,687 | $4,682+85.5% | $4,082+112.8% | $5,609+54.9% |
| Admin fee / account holder | $8,908 | $6,674+33.5% | $5,478+62.6% | $10,827-17.7% |