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 | $94,833 | $97,757-3.0% | $83,848+13.1% | $135,375-29.9% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -6.27% | 1287.37%-1293.6pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,150 | $4,222+69.4% | $3,631+96.9% | $4,779+49.6% |
| Participant deferral / active EE | $5,607 | $4,682+19.7% | $4,082+37.4% | $5,6090% |
| Admin fee / account holder | $1,825 | $6,674-72.7% | $5,478-66.7% | $10,827-83.1% |