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 | $167,182 | $138,044+21.1% | $125,339+33.4% | $134,475+24.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.80% | 750.33%-758.1pp | 572.05%-579.9pp | 417.96%-425.8pp |
| Employer contribution / active EE | $12,819 | $5,243+144.5% | $4,814+166.3% | $4,740+170.5% |
| Participant deferral / active EE | $8,906 | $7,799+14.2% | $7,446+19.6% | $6,400+39.2% |
| Admin fee / account holder | $7,251 | $11,571-37.3% | $10,010-27.6% | $11,426-36.5% |