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 | $91,784 | $90,600+1.3% | $79,464+15.5% | $135,375-32.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.09% | 977.43%-979.5pp | 718.14%-720.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,605 | $3,068+50.1% | $2,800+64.4% | $4,779-3.6% |
| Participant deferral / active EE | $8,715 | $4,050+115.2% | $3,704+135.3% | $5,609+55.4% |
| Admin fee / account holder | $64,596 | $5,907+993.6% | $5,113+1163.4% | $10,827+496.6% |