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 | $113,419 | $160,055-29.1% | $140,016-19.0% | $135,375-16.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.63% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,627 | $6,420+18.8% | $5,606+36.0% | $4,779+59.6% |
| Participant deferral / active EE | $8,600 | $7,642+12.5% | $6,927+24.1% | $5,609+53.3% |
| Admin fee / account holder | $1,300 | $13,328-90.2% | $10,705-87.9% | $10,827-88.0% |