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 8-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 | $96,815 | $138,044-29.9% | $125,339-22.8% | $134,475-28.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.91% | 750.33%-764.2pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $20,884 | $5,243+298.3% | $4,814+333.9% | $4,740+340.6% |
| Participant deferral / active EE | $13,090 | $7,799+67.8% | $7,446+75.8% | $6,400+104.5% |
| Admin fee / account holder | $2,581 | $11,571-77.7% | $10,010-74.2% | $11,426-77.4% |