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 | $121,151 | $99,640+21.6% | $86,436+40.2% | $134,475-9.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.81% | 6782.58%-6800.4pp | 4394.89%-4412.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,863 | $4,400-34.9% | $3,769-24.0% | $4,740-39.6% |
| Participant deferral / active EE | $24,692 | $7,246+240.8% | $6,952+255.2% | $6,400+285.8% |
| Admin fee / account holder | $12,835 | $8,371+53.3% | $6,731+90.7% | $11,426+12.3% |