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 | $244,094 | $135,635+80.0% | $110,238+121.4% | $135,375+80.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.41% | 513.19%-515.6pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,391 | $4,906-51.3% | $3,826-37.5% | $4,779-50.0% |
| Participant deferral / active EE | $7,702 | $5,506+39.9% | $4,672+64.9% | $5,609+37.3% |
| Admin fee / account holder | $6,439 | $11,457-43.8% | $8,547-24.7% | $10,827-40.5% |