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 | $72,008 | $138,044-47.8% | $125,339-42.5% | $134,475-46.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.39% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,075 | $5,243-41.4% | $4,814-36.1% | $4,740-35.1% |
| Participant deferral / active EE | $12,449 | $7,799+59.6% | $7,446+67.2% | $6,400+94.5% |
| Admin fee / account holder | $21,307 | $11,571+84.1% | $10,010+112.9% | $11,426+86.5% |