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 | $208,932 | $160,055+30.5% | $140,016+49.2% | $135,375+54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.84% | 911.38%-915.2pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,480 | $6,420-45.8% | $5,606-37.9% | $4,779-27.2% |
| Participant deferral / active EE | $17,882 | $7,642+134.0% | $6,927+158.1% | $5,609+218.8% |
| Admin fee / account holder | $728 | $13,328-94.5% | $10,705-93.2% | $10,827-93.3% |