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 | $81,370 | $135,635-40.0% | $110,238-26.2% | $135,375-39.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.92% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $11,835 | $4,906+141.2% | $3,826+209.3% | $4,779+147.7% |
| Participant deferral / active EE | $9,500 | $5,506+72.5% | $4,672+103.3% | $5,609+69.4% |
| Admin fee / account holder | $1,469 | $11,457-87.2% | $8,547-82.8% | $10,827-86.4% |