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 | $204,671 | $138,044+48.3% | $125,339+63.3% | $134,475+52.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.70% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,998 | $5,243-61.9% | $4,814-58.5% | $4,740-57.8% |
| Participant deferral / active EE | $16,000 | $7,799+105.2% | $7,446+114.9% | $6,400+150.0% |
| Admin fee / account holder | $2,511 | $11,571-78.3% | $10,010-74.9% | $11,426-78.0% |