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 5-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 | $148,153 | $138,044+7.3% | $125,339+18.2% | $134,475+10.2% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -2.05% | 750.33%-752.4pp | 572.05%-574.1pp | 417.96%-420.0pp |
| Employer contribution / active EE | $3,404 | $5,243-35.1% | $4,814-29.3% | $4,740-28.2% |
| Participant deferral / active EE | $7,505 | $7,799-3.8% | $7,446+0.8% | $6,400+17.3% |
| Admin fee / account holder | $2,880 | $11,571-75.1% | $10,010-71.2% | $11,426-74.8% |