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 4-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 | $102,622 | $92,703+10.7% | $82,719+24.1% | $134,475-23.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.68% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $21,186 | $3,274+547.1% | $3,009+604.1% | $4,740+347.0% |
| Participant deferral / active EE | $7,136 | $4,802+48.6% | $4,395+62.4% | $6,400+11.5% |
| Admin fee / account holder | $1,889 | $5,983-68.4% | $5,329-64.6% | $11,426-83.5% |