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 7-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 | $171,208 | $180,449-5.1% | $154,107+11.1% | $135,375+26.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $9,421 | $6,035+56.1% | $5,298+77.8% | $4,779+97.2% |
| Participant deferral / active EE | $8,059 | $5,806+38.8% | $5,081+58.6% | $5,609+43.7% |
| Admin fee / account holder | $1,779 | $16,143-89.0% | $13,411-86.7% | $10,827-83.6% |