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 | $146,664 | $138,065+6.2% | $123,544+18.7% | $135,375+8.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.16% | 153.68%-157.8pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $10,901 | $5,151+111.6% | $4,628+135.5% | $4,779+128.1% |
| Participant deferral / active EE | $7,982 | $6,799+17.4% | $6,426+24.2% | $5,609+42.3% |
| Admin fee / account holder | $3,945 | $10,916-63.9% | $9,284-57.5% | $10,827-63.6% |