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 | $49,300 | $180,449-72.7% | $154,107-68.0% | $135,375-63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.00% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $8,757 | $6,035+45.1% | $5,298+65.3% | $4,779+83.3% |
| Participant deferral / active EE | $5,143 | $5,806-11.4% | $5,081+1.2% | $5,609-8.3% |
| Admin fee / account holder | $3,856 | $16,143-76.1% | $13,411-71.2% | $10,827-64.4% |