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 | $169,736 | $138,044+23.0% | $125,339+35.4% | $134,475+26.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.43% | 750.33%-752.8pp | 572.05%-574.5pp | 417.96%-420.4pp |
| Employer contribution / active EE | $9,573 | $5,243+82.6% | $4,814+98.9% | $4,740+102.0% |
| Participant deferral / active EE | $6,665 | $7,799-14.5% | $7,446-10.5% | $6,400+4.2% |
| Admin fee / account holder | $1,170 | $11,571-89.9% | $10,010-88.3% | $11,426-89.8% |