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 | $108,259 | $160,055-32.4% | $140,016-22.7% | $135,375-20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.62% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,753 | $6,420-26.0% | $5,606-15.2% | $4,779-0.5% |
| Participant deferral / active EE | $17,350 | $7,642+127.0% | $6,927+150.5% | $5,609+209.3% |
| Admin fee / account holder | $598 | $13,328-95.5% | $10,705-94.4% | $10,827-94.5% |