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 | $189,982 | $135,635+40.1% | $110,238+72.3% | $135,375+40.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.23% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $9,941 | $4,906+102.6% | $3,826+159.8% | $4,779+108.0% |
| Participant deferral / active EE | $7,587 | $5,506+37.8% | $4,672+62.4% | $5,609+35.3% |
| Admin fee / account holder | $9,418 | $11,457-17.8% | $8,547+10.2% | $10,827-13.0% |