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 | $187,785 | $180,449+4.1% | $154,107+21.9% | $135,375+38.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -1.64% | 888.09%-889.7pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $7,171 | $6,035+18.8% | $5,298+35.4% | $4,779+50.1% |
| Participant deferral / active EE | $7,218 | $5,806+24.3% | $5,081+42.1% | $5,609+28.7% |
| Admin fee / account holder | $586 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |