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 | $25,451 | $138,044-81.6% | $125,339-79.7% | $134,475-81.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -3.22% | 750.33%-753.5pp | 572.05%-575.3pp | 417.96%-421.2pp |
| Employer contribution / active EE | $2,847 | $5,243-45.7% | $4,814-40.9% | $4,740-39.9% |
| Participant deferral / active EE | $6,637 | $7,799-14.9% | $7,446-10.9% | $6,400+3.7% |
| Admin fee / account holder | $948 | $11,571-91.8% | $10,010-90.5% | $11,426-91.7% |