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 | $148,033 | $138,044+7.2% | $125,339+18.1% | $134,475+10.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.49% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,431 | $5,243-53.6% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $7,037 | $7,799-9.8% | $7,446-5.5% | $6,400+10.0% |
| Admin fee / account holder | $7,962 | $11,571-31.2% | $10,010-20.5% | $11,426-30.3% |