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 4-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 | $184,179 | $138,044+33.4% | $125,339+46.9% | $134,475+37.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,683 | $5,243-48.8% | $4,814-44.3% | $4,740-43.4% |
| Participant deferral / active EE | $9,333 | $7,799+19.7% | $7,446+25.3% | $6,400+45.8% |
| Admin fee / account holder | $2,072 | $11,571-82.1% | $10,010-79.3% | $11,426-81.9% |