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 | $224,192 | $138,044+62.4% | $125,339+78.9% | $134,475+66.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,516 | $5,243+24.3% | $4,814+35.4% | $4,740+37.5% |
| Participant deferral / active EE | $9,353 | $7,799+19.9% | $7,446+25.6% | $6,400+46.1% |
| Admin fee / account holder | $3,172 | $11,571-72.6% | $10,010-68.3% | $11,426-72.2% |