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 | $144,586 | $180,449-19.9% | $154,107-6.2% | $135,375+6.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.24% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,171 | $6,035+2.3% | $5,298+16.5% | $4,779+29.1% |
| Participant deferral / active EE | $11,762 | $5,806+102.6% | $5,081+131.5% | $5,609+109.7% |
| Admin fee / account holder | $31,893 | $16,143+97.6% | $13,411+137.8% | $10,827+194.6% |