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 | $221,314 | $97,757+126.4% | $83,848+163.9% | $135,375+63.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.03% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $9,572 | $4,222+126.7% | $3,631+163.6% | $4,779+100.3% |
| Participant deferral / active EE | $5,872 | $4,682+25.4% | $4,082+43.9% | $5,609+4.7% |
| Admin fee / account holder | $9,977 | $6,674+49.5% | $5,478+82.1% | $10,827-7.8% |