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 | $221,398 | $135,635+63.2% | $110,238+100.8% | $135,375+63.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -4.90% | 513.19%-518.1pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,933 | $4,906+20.9% | $3,826+55.1% | $4,779+24.2% |
| Participant deferral / active EE | $11,644 | $5,506+111.5% | $4,672+149.2% | $5,609+107.6% |
| Admin fee / account holder | $18,199 | $11,457+58.8% | $8,547+112.9% | $10,827+68.1% |