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 4-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 | $104,972 | $138,044-24.0% | $125,339-16.2% | $134,475-21.9% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -0.13% | 750.33%-750.5pp | 572.05%-572.2pp | 417.96%-418.1pp |
| Employer contribution / active EE | $1,699 | $5,243-67.6% | $4,814-64.7% | $4,740-64.1% |
| Participant deferral / active EE | $6,806 | $7,799-12.7% | $7,446-8.6% | $6,400+6.3% |
| Admin fee / account holder | $9,495 | $11,571-17.9% | $10,010-5.1% | $11,426-16.9% |