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 | $81,335 | $138,044-41.1% | $125,339-35.1% | $134,475-39.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.19% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $12,606 | $5,243+140.4% | $4,814+161.9% | $4,740+166.0% |
| Participant deferral / active EE | $7,063 | $7,799-9.4% | $7,446-5.1% | $6,400+10.4% |
| Admin fee / account holder | $5,948 | $11,571-48.6% | $10,010-40.6% | $11,426-47.9% |