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 | $88,067 | $92,703-5.0% | $82,719+6.5% | $134,475-34.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.52% | 944.92%-946.4pp | 701.18%-702.7pp | 417.96%-419.5pp |
| Employer contribution / active EE | $5,819 | $3,274+77.7% | $3,009+93.4% | $4,740+22.8% |
| Participant deferral / active EE | $9,273 | $4,802+93.1% | $4,395+111.0% | $6,400+44.9% |
| Admin fee / account holder | $2,458 | $5,983-58.9% | $5,329-53.9% | $11,426-78.5% |