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 | $45,646 | $138,044-66.9% | $125,339-63.6% | $134,475-66.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.58% | 750.33%-758.9pp | 572.05%-580.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $12,990 | $5,243+147.7% | $4,814+169.9% | $4,740+174.1% |
| Participant deferral / active EE | $14,272 | $7,799+83.0% | $7,446+91.7% | $6,400+123.0% |
| Admin fee / account holder | $1,588 | $11,571-86.3% | $10,010-84.1% | $11,426-86.1% |