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 | $149,899 | $135,635+10.5% | $110,238+36.0% | $135,375+10.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.68% | 513.19%-516.9pp | 314.74%-318.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $7,063 | $4,906+44.0% | $3,826+84.6% | $4,779+47.8% |
| Participant deferral / active EE | $5,289 | $5,506-3.9% | $4,672+13.2% | $5,609-5.7% |
| Admin fee / account holder | $3,148 | $11,457-72.5% | $8,547-63.2% | $10,827-70.9% |