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 | $138,168 | $106,543+29.7% | $91,220+51.5% | $134,475+2.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -0.72% | 160.60%-161.3pp | 114.01%-114.7pp | 417.96%-418.7pp |
| Employer contribution / active EE | $2,580 | $3,331-22.5% | $2,850-9.5% | $4,740-45.6% |
| Participant deferral / active EE | $12,417 | $4,719+163.1% | $4,234+193.3% | $6,400+94.0% |
| Admin fee / account holder | $1,073 | $6,231-82.8% | $5,420-80.2% | $11,426-90.6% |