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 | $213,190 | $99,640+114.0% | $86,436+146.6% | $134,475+58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.77% | 6782.58%-6798.3pp | 4394.89%-4410.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $17,254 | $4,400+292.1% | $3,769+357.8% | $4,740+264.0% |
| Participant deferral / active EE | $19,542 | $7,246+169.7% | $6,952+181.1% | $6,400+205.4% |
| Admin fee / account holder | $52,746 | $8,371+530.1% | $6,731+683.6% | $11,426+361.6% |