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 | $181,995 | $160,055+13.7% | $140,016+30.0% | $135,375+34.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.04% | 911.38%-911.4pp | 651.12%-651.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $3,957 | $6,420-38.4% | $5,606-29.4% | $4,779-17.2% |
| Participant deferral / active EE | $11,052 | $7,642+44.6% | $6,927+59.6% | $5,609+97.1% |
| Admin fee / account holder | $20,833 | $13,328+56.3% | $10,705+94.6% | $10,827+92.4% |