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 | $116,079 | $180,449-35.7% | $154,107-24.7% | $135,375-14.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.24% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $7,459 | $6,035+23.6% | $5,298+40.8% | $4,779+56.1% |
| Participant deferral / active EE | $6,937 | $5,806+19.5% | $5,081+36.5% | $5,609+23.7% |
| Admin fee / account holder | $2,241 | $16,143-86.1% | $13,411-83.3% | $10,827-79.3% |