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 3-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 | $13,547 | $49,173-72.4% | $121,098-88.8% | $75,163-82.0% |
| Participation rate | 78.0% | 55.4%+22.6pp | 69.5%+8.5pp | 67.2%+10.8pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,613 | $2,628-0.6% | $4,080-36.0% | $4,125-36.7% |
| Admin fee / account holder | $341 | $3,942-91.3% | $5,644-94.0% | $5,651-94.0% |