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 | $188,933 | $88,594+113.3% | $70,092+169.6% | $134,475+40.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -7.47% | 442.67%-450.1pp | 190.73%-198.2pp | 417.96%-425.4pp |
| Employer contribution / active EE | $9,437 | $3,233+191.9% | $2,559+268.8% | $4,740+99.1% |
| Participant deferral / active EE | $10,496 | $4,772+119.9% | $3,849+172.7% | $6,400+64.0% |
| Admin fee / account holder | $20,132 | $10,441+92.8% | $6,267+221.3% | $11,426+76.2% |