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 | $214,570 | $190,805+12.5% | $159,960+34.1% | $134,475+59.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.74% | 552.23%-572.0pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $16,668 | $4,995+233.7% | $4,226+294.4% | $4,740+251.7% |
| Participant deferral / active EE | $10,816 | $6,923+56.2% | $6,182+74.9% | $6,400+69.0% |
| Admin fee / account holder | $1,229 | $10,471-88.3% | $8,698-85.9% | $11,426-89.2% |