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 | $131,651 | $160,055-17.7% | $140,016-6.0% | $135,375-2.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.27% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $6,490 | $6,420+1.1% | $5,606+15.8% | $4,779+35.8% |
| Participant deferral / active EE | $8,820 | $7,642+15.4% | $6,927+27.3% | $5,609+57.3% |
| Admin fee / account holder | $49,927 | $13,328+274.6% | $10,705+366.4% | $10,827+361.1% |