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 | $154,058 | $92,703+66.2% | $82,719+86.2% | $134,475+14.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.10% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,300 | $3,274-29.8% | $3,009-23.6% | $4,740-51.5% |
| Participant deferral / active EE | $14,792 | $4,802+208.0% | $4,395+236.6% | $6,400+131.1% |
| Admin fee / account holder | $324 | $5,983-94.6% | $5,329-93.9% | $11,426-97.2% |