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 | $126,049 | $160,055-21.2% | $140,016-10.0% | $135,375-6.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.82% | 911.38%-913.2pp | 651.12%-652.9pp | 519.73%-521.6pp |
| Employer contribution / active EE | $14,946 | $6,420+132.8% | $5,606+166.6% | $4,779+212.8% |
| Participant deferral / active EE | $14,596 | $7,642+91.0% | $6,927+110.7% | $5,609+160.2% |
| Admin fee / account holder | $7,422 | $13,328-44.3% | $10,705-30.7% | $10,827-31.4% |