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 | $110,643 | $138,044-19.8% | $125,339-11.7% | $134,475-17.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.39% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,390 | $5,243-54.4% | $4,814-50.4% | $4,740-49.6% |
| Participant deferral / active EE | $8,796 | $7,799+12.8% | $7,446+18.1% | $6,400+37.4% |
| Admin fee / account holder | $6,749 | $11,571-41.7% | $10,010-32.6% | $11,426-40.9% |