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 | $63,692 | $138,044-53.9% | $125,339-49.2% | $134,475-52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.35% | 750.33%-752.7pp | 572.05%-574.4pp | 417.96%-420.3pp |
| Employer contribution / active EE | $7,333 | $5,243+39.8% | $4,814+52.3% | $4,740+54.7% |
| Participant deferral / active EE | $5,849 | $7,799-25.0% | $7,446-21.5% | $6,400-8.6% |
| Admin fee / account holder | $1,349 | $11,571-88.3% | $10,010-86.5% | $11,426-88.2% |