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 | $227,870 | $138,044+65.1% | $125,339+81.8% | $134,475+69.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.89% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,905 | $5,243-25.5% | $4,814-18.9% | $4,740-17.6% |
| Participant deferral / active EE | $11,613 | $7,799+48.9% | $7,446+56.0% | $6,400+81.5% |
| Admin fee / account holder | $1,633 | $11,571-85.9% | $10,010-83.7% | $11,426-85.7% |