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 | $185,655 | $90,600+104.9% | $79,464+133.6% | $135,375+37.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.88% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,728 | $3,068+86.7% | $2,800+104.6% | $4,779+19.9% |
| Participant deferral / active EE | $11,004 | $4,050+171.7% | $3,704+197.1% | $5,609+96.2% |
| Admin fee / account holder | $30,106 | $5,907+409.7% | $5,113+488.8% | $10,827+178.1% |