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 8-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 | $125,470 | $92,703+35.3% | $82,719+51.7% | $134,475-6.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.15% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $19,583 | $3,274+498.2% | $3,009+550.8% | $4,740+313.2% |
| Participant deferral / active EE | $9,884 | $4,802+105.8% | $4,395+124.9% | $6,400+54.4% |
| Admin fee / account holder | $538 | $5,983-91.0% | $5,329-89.9% | $11,426-95.3% |