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 | $144,115 | $138,044+4.4% | $125,339+15.0% | $134,475+7.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.62% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $6,162 | $5,243+17.5% | $4,814+28.0% | $4,740+30.0% |
| Participant deferral / active EE | $7,797 | $7,7990% | $7,446+4.7% | $6,400+21.8% |
| Admin fee / account holder | $589 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |