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 | $35,789 | $180,449-80.2% | $154,107-76.8% | $135,375-73.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.04% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $9,619 | $6,035+59.4% | $5,298+81.6% | $4,779+101.3% |
| Participant deferral / active EE | $5,786 | $5,806-0.3% | $5,081+13.9% | $5,609+3.2% |
| Admin fee / account holder | $967 | $16,143-94.0% | $13,411-92.8% | $10,827-91.1% |