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 | $72,399 | $160,055-54.8% | $140,016-48.3% | $135,375-46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.82% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $18,830 | $6,420+193.3% | $5,606+235.9% | $4,779+294.0% |
| Participant deferral / active EE | $2,935 | $7,642-61.6% | $6,927-57.6% | $5,609-47.7% |
| Admin fee / account holder | $4,936 | $13,328-63.0% | $10,705-53.9% | $10,827-54.4% |