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 | $83,024 | $160,055-48.1% | $140,016-40.7% | $135,375-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.06% | 911.38%-914.4pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $6,887 | $6,420+7.3% | $5,606+22.9% | $4,779+44.1% |
| Participant deferral / active EE | $9,220 | $7,642+20.7% | $6,927+33.1% | $5,609+64.4% |
| Admin fee / account holder | $1,632 | $13,328-87.8% | $10,705-84.8% | $10,827-84.9% |