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 | $218,193 | $138,044+58.1% | $125,339+74.1% | $134,475+62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.85% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $20,385 | $5,243+288.8% | $4,814+323.5% | $4,740+330.1% |
| Participant deferral / active EE | $16,213 | $7,799+107.9% | $7,446+117.7% | $6,400+153.3% |
| Admin fee / account holder | $780 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |