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 | $153,296 | $138,044+11.0% | $125,339+22.3% | $134,475+14.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.43% | 750.33%-757.8pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $7,366 | $5,243+40.5% | $4,814+53.0% | $4,740+55.4% |
| Participant deferral / active EE | $11,332 | $7,799+45.3% | $7,446+52.2% | $6,400+77.1% |
| Admin fee / account holder | $1,858 | $11,571-83.9% | $10,010-81.4% | $11,426-83.7% |