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 | $159,915 | $92,703+72.5% | $82,719+93.3% | $134,475+18.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.20% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,852 | $3,274+17.7% | $3,009+28.0% | $4,740-18.7% |
| Participant deferral / active EE | $4,422 | $4,802-7.9% | $4,395+0.6% | $6,400-30.9% |
| Admin fee / account holder | $1,391 | $5,983-76.8% | $5,329-73.9% | $11,426-87.8% |