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 | $226,030 | $180,449+25.3% | $154,107+46.7% | $135,375+67.0% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -5.15% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $13,371 | $6,035+121.6% | $5,298+152.4% | $4,779+179.8% |
| Participant deferral / active EE | $7,922 | $5,806+36.5% | $5,081+55.9% | $5,609+41.3% |
| Admin fee / account holder | $16,648 | $16,143+3.1% | $13,411+24.1% | $10,827+53.8% |