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 | $183,423 | $160,055+14.6% | $140,016+31.0% | $135,375+35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.36% | 911.38%-919.7pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $6,476 | $6,420+0.9% | $5,606+15.5% | $4,779+35.5% |
| Participant deferral / active EE | $17,167 | $7,642+124.7% | $6,927+147.8% | $5,609+206.1% |
| Admin fee / account holder | $1,571 | $13,328-88.2% | $10,705-85.3% | $10,827-85.5% |