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 | $69,632 | $138,044-49.6% | $125,339-44.4% | $134,475-48.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -15.22% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $16,326 | $5,243+211.4% | $4,814+239.2% | $4,740+244.5% |
| Participant deferral / active EE | $5,748 | $7,799-26.3% | $7,446-22.8% | $6,400-10.2% |
| Admin fee / account holder | $392 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |