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 | $155,927 | $160,055-2.6% | $140,016+11.4% | $135,375+15.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.89% | 911.38%-919.3pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $6,250 | $6,420-2.7% | $5,606+11.5% | $4,779+30.8% |
| Participant deferral / active EE | $3,465 | $7,642-54.7% | $6,927-50.0% | $5,609-38.2% |
| Admin fee / account holder | $3,564 | $13,328-73.3% | $10,705-66.7% | $10,827-67.1% |