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 | $239,758 | $90,600+164.6% | $79,464+201.7% | $135,375+77.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.13% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $16,478 | $3,068+437.1% | $2,800+488.4% | $4,779+244.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $110,261 | $5,907+1766.7% | $5,113+2056.5% | $10,827+918.4% |