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 | $65,261 | $180,449-63.8% | $154,107-57.7% | $135,375-51.8% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -0.34% | 888.09%-888.4pp | 735.12%-735.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $4,559 | $6,035-24.5% | $5,298-13.9% | $4,779-4.6% |
| Participant deferral / active EE | $5,155 | $5,806-11.2% | $5,081+1.5% | $5,609-8.1% |
| Admin fee / account holder | $6,483 | $16,143-59.8% | $13,411-51.7% | $10,827-40.1% |