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 | $157,159 | $135,635+15.9% | $110,238+42.6% | $135,375+16.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.45% | 513.19%-516.6pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,791 | $4,906+18.0% | $3,826+51.3% | $4,779+21.2% |
| Participant deferral / active EE | $10,243 | $5,506+86.0% | $4,672+119.3% | $5,609+82.6% |
| Admin fee / account holder | $4,099 | $11,457-64.2% | $8,547-52.0% | $10,827-62.1% |