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 | $190,342 | $138,044+37.9% | $125,339+51.9% | $134,475+41.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.03% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $6,678 | $5,243+27.4% | $4,814+38.7% | $4,740+40.9% |
| Participant deferral / active EE | $11,588 | $7,799+48.6% | $7,446+55.6% | $6,400+81.1% |
| Admin fee / account holder | $1,830 | $11,571-84.2% | $10,010-81.7% | $11,426-84.0% |