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 | $125,666 | $138,044-9.0% | $125,339+0.3% | $134,475-6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,668 | $5,243+27.2% | $4,814+38.5% | $4,740+40.7% |
| Participant deferral / active EE | $5,824 | $7,799-25.3% | $7,446-21.8% | $6,400-9.0% |
| Admin fee / account holder | $737 | $11,571-93.6% | $10,010-92.6% | $11,426-93.6% |