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 | $127,522 | $138,044-7.6% | $125,339+1.7% | $134,475-5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.83% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,229 | $5,243-0.3% | $4,814+8.6% | $4,740+10.3% |
| Participant deferral / active EE | $12,425 | $7,799+59.3% | $7,446+66.9% | $6,400+94.1% |
| Admin fee / account holder | $30,525 | $11,571+163.8% | $10,010+205.0% | $11,426+167.2% |