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 | $129,023 | $138,044-6.5% | $125,339+2.9% | $134,475-4.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.99% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $1,991 | $5,243-62.0% | $4,814-58.6% | $4,740-58.0% |
| Participant deferral / active EE | $11,703 | $7,799+50.1% | $7,446+57.2% | $6,400+82.9% |
| Admin fee / account holder | $3,527 | $11,571-69.5% | $10,010-64.8% | $11,426-69.1% |