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 | $176,979 | $160,055+10.6% | $140,016+26.4% | $135,375+30.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -5.35% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,589 | $6,420-59.7% | $5,606-53.8% | $4,779-45.8% |
| Participant deferral / active EE | $13,722 | $7,642+79.6% | $6,927+98.1% | $5,609+144.7% |
| Admin fee / account holder | $1,887 | $13,328-85.8% | $10,705-82.4% | $10,827-82.6% |