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 | $104,190 | $99,640+4.6% | $86,436+20.5% | $134,475-22.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | 6782.58%-6794.2pp | 4394.89%-4406.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $5,606 | $4,400+27.4% | $3,769+48.8% | $4,740+18.3% |
| Participant deferral / active EE | $11,955 | $7,246+65.0% | $6,952+72.0% | $6,400+86.8% |
| Admin fee / account holder | $39,990 | $8,371+377.7% | $6,731+494.1% | $11,426+250.0% |