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 | $155,968 | $160,055-2.6% | $140,016+11.4% | $135,375+15.2% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -7.40% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $7,527 | $6,420+17.2% | $5,606+34.3% | $4,779+57.5% |
| Participant deferral / active EE | $9,323 | $7,642+22.0% | $6,927+34.6% | $5,609+66.2% |
| Admin fee / account holder | $4,548 | $13,328-65.9% | $10,705-57.5% | $10,827-58.0% |