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 | $188,362 | $138,044+36.5% | $125,339+50.3% | $134,475+40.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -11.64% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,642 | $5,243-68.7% | $4,814-65.9% | $4,740-65.4% |
| Participant deferral / active EE | $6,713 | $7,799-13.9% | $7,446-9.8% | $6,400+4.9% |
| Admin fee / account holder | $1,415 | $11,571-87.8% | $10,010-85.9% | $11,426-87.6% |