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 | $231,439 | $180,449+28.3% | $154,107+50.2% | $135,375+71.0% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -1.90% | 888.09%-890.0pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $4,709 | $6,035-22.0% | $5,298-11.1% | $4,779-1.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,605 | $16,143-77.7% | $13,411-73.1% | $10,827-66.7% |