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 | $173,087 | $138,044+25.4% | $125,339+38.1% | $134,475+28.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -9.09% | 750.33%-759.4pp | 572.05%-581.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $4,295 | $5,243-18.1% | $4,814-10.8% | $4,740-9.4% |
| Participant deferral / active EE | $15,522 | $7,799+99.0% | $7,446+108.4% | $6,400+142.5% |
| Admin fee / account holder | $1,516 | $11,571-86.9% | $10,010-84.9% | $11,426-86.7% |