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 | $164,966 | $99,640+65.6% | $86,436+90.9% | $134,475+22.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.33% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,908 | $4,400+57.0% | $3,769+83.3% | $4,740+45.7% |
| Participant deferral / active EE | $22,911 | $7,246+216.2% | $6,952+229.6% | $6,400+258.0% |
| Admin fee / account holder | $7,037 | $8,371-15.9% | $6,731+4.5% | $11,426-38.4% |