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 7-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 | $63,789 | $84,402-24.4% | $61,373+3.9% | $134,475-52.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -19.52% | 584.55%-604.1pp | 338.61%-358.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $10,282 | $1,544+565.7% | $1,159+786.8% | $4,740+116.9% |
| Participant deferral / active EE | $10,600 | $2,819+276.0% | $2,125+398.8% | $6,400+65.6% |
| Admin fee / account holder | $401 | $2,585-84.5% | $2,130-81.2% | $11,426-96.5% |