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 | $178,220 | $138,044+29.1% | $125,339+42.2% | $134,475+32.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.19% | 750.33%-756.5pp | 572.05%-578.2pp | 417.96%-424.1pp |
| Employer contribution / active EE | $18,045 | $5,243+244.1% | $4,814+274.9% | $4,740+280.7% |
| Participant deferral / active EE | $2,732 | $7,799-65.0% | $7,446-63.3% | $6,400-57.3% |
| Admin fee / account holder | $457 | $11,571-96.0% | $10,010-95.4% | $11,426-96.0% |