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 | $228,489 | $160,055+42.8% | $140,016+63.2% | $135,375+68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.06% | 911.38%-913.4pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $6,600 | $6,420+2.8% | $5,606+17.7% | $4,779+38.1% |
| Participant deferral / active EE | $11,312 | $7,642+48.0% | $6,927+63.3% | $5,609+101.7% |
| Admin fee / account holder | $2,177 | $13,328-83.7% | $10,705-79.7% | $10,827-79.9% |