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 | $224,809 | $160,055+40.5% | $140,016+60.6% | $135,375+66.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.45% | 911.38%-913.8pp | 651.12%-653.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $4,945 | $6,420-23.0% | $5,606-11.8% | $4,779+3.5% |
| Participant deferral / active EE | $12,079 | $7,642+58.1% | $6,927+74.4% | $5,609+115.4% |
| Admin fee / account holder | $9,535 | $13,328-28.5% | $10,705-10.9% | $10,827-11.9% |