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 | $143,548 | $138,044+4.0% | $125,339+14.5% | $134,475+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.89% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $12,887 | $5,243+145.8% | $4,814+167.7% | $4,740+171.9% |
| Participant deferral / active EE | $10,886 | $7,799+39.6% | $7,446+46.2% | $6,400+70.1% |
| Admin fee / account holder | $7,128 | $11,571-38.4% | $10,010-28.8% | $11,426-37.6% |