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 | $239,527 | $180,449+32.7% | $154,107+55.4% | $135,375+76.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.83% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $9,794 | $6,035+62.3% | $5,298+84.9% | $4,779+104.9% |
| Participant deferral / active EE | $8,519 | $5,806+46.7% | $5,081+67.7% | $5,609+51.9% |
| Admin fee / account holder | $3,245 | $16,143-79.9% | $13,411-75.8% | $10,827-70.0% |