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 | $136,800 | $190,805-28.3% | $159,960-14.5% | $134,475+1.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.13% | 552.23%-565.4pp | 408.60%-421.7pp | 417.96%-431.1pp |
| Employer contribution / active EE | $7,551 | $4,995+51.2% | $4,226+78.7% | $4,740+59.3% |
| Participant deferral / active EE | $17,243 | $6,923+149.1% | $6,182+178.9% | $6,400+169.4% |
| Admin fee / account holder | $1,456 | $10,471-86.1% | $8,698-83.3% | $11,426-87.3% |