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 | $71,887 | $90,600-20.7% | $79,464-9.5% | $135,375-46.9% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -7.91% | 977.43%-985.3pp | 718.14%-726.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,225 | $3,068+70.3% | $2,800+86.6% | $4,779+9.3% |
| Participant deferral / active EE | $9,652 | $4,050+138.3% | $3,704+160.6% | $5,609+72.1% |
| Admin fee / account holder | $319 | $5,907-94.6% | $5,113-93.8% | $10,827-97.1% |