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 | $103,642 | $160,055-35.2% | $140,016-26.0% | $135,375-23.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.48% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,854 | $6,420-55.6% | $5,606-49.1% | $4,779-40.3% |
| Participant deferral / active EE | $16,539 | $7,642+116.4% | $6,927+138.8% | $5,609+194.9% |
| Admin fee / account holder | $459 | $13,328-96.6% | $10,705-95.7% | $10,827-95.8% |