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 | $161,577 | $138,044+17.0% | $125,339+28.9% | $134,475+20.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.22% | 750.33%-763.5pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $7,273 | $5,243+38.7% | $4,814+51.1% | $4,740+53.5% |
| Participant deferral / active EE | $7,637 | $7,799-2.1% | $7,446+2.6% | $6,400+19.3% |
| Admin fee / account holder | $725 | $11,571-93.7% | $10,010-92.8% | $11,426-93.7% |