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 | $184,021 | $160,055+15.0% | $140,016+31.4% | $135,375+35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.14% | 911.38%-916.5pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,596 | $6,420-44.0% | $5,606-35.9% | $4,779-24.8% |
| Participant deferral / active EE | $8,987 | $7,642+17.6% | $6,927+29.7% | $5,609+60.2% |
| Admin fee / account holder | $3,927 | $13,328-70.5% | $10,705-63.3% | $10,827-63.7% |