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 | $157,883 | $138,044+14.4% | $125,339+26.0% | $134,475+17.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.38% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,916 | $5,243+12.8% | $4,814+22.9% | $4,740+24.8% |
| Participant deferral / active EE | $3,401 | $7,799-56.4% | $7,446-54.3% | $6,400-46.9% |
| Admin fee / account holder | $3,069 | $11,571-73.5% | $10,010-69.3% | $11,426-73.1% |