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 | $154,922 | $97,757+58.5% | $83,848+84.8% | $135,375+14.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.01% | 1287.37%-1290.4pp | 850.88%-853.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $12,655 | $4,222+199.8% | $3,631+248.6% | $4,779+164.8% |
| Participant deferral / active EE | $12,000 | $4,682+156.3% | $4,082+194.0% | $5,609+114.0% |
| Admin fee / account holder | $2,965 | $6,674-55.6% | $5,478-45.9% | $10,827-72.6% |