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 9-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 | $42,134 | $160,055-73.7% | $140,016-69.9% | $135,375-68.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.21% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $8,295 | $6,420+29.2% | $5,606+48.0% | $4,779+73.6% |
| Participant deferral / active EE | $4,068 | $7,642-46.8% | $6,927-41.3% | $5,609-27.5% |
| Admin fee / account holder | $27,588 | $13,328+107.0% | $10,705+157.7% | $10,827+154.8% |