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 | $219,141 | $135,635+61.6% | $110,238+98.8% | $135,375+61.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.29% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,873 | $4,906-61.8% | $3,826-51.0% | $4,779-60.8% |
| Participant deferral / active EE | $4,599 | $5,506-16.5% | $4,672-1.6% | $5,609-18.0% |
| Admin fee / account holder | $23,917 | $11,457+108.8% | $8,547+179.8% | $10,827+120.9% |