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 | $153,138 | $92,703+65.2% | $82,719+85.1% | $134,475+13.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -13.24% | 944.92%-958.2pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $599 | $3,274-81.7% | $3,009-80.1% | $4,740-87.4% |
| Participant deferral / active EE | $7,587 | $4,802+58.0% | $4,395+72.6% | $6,400+18.6% |
| Admin fee / account holder | $1,451 | $5,983-75.8% | $5,329-72.8% | $11,426-87.3% |