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 | $172,786 | $138,044+25.2% | $125,339+37.9% | $134,475+28.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.27% | 750.33%-761.6pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $17,629 | $5,243+236.2% | $4,814+266.2% | $4,740+271.9% |
| Participant deferral / active EE | $9,318 | $7,799+19.5% | $7,446+25.1% | $6,400+45.6% |
| Admin fee / account holder | $1,487 | $11,571-87.1% | $10,010-85.1% | $11,426-87.0% |