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 | $215,407 | $135,635+58.8% | $110,238+95.4% | $135,375+59.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $14,605 | $4,906+197.7% | $3,826+281.7% | $4,779+205.6% |
| Participant deferral / active EE | $5,878 | $5,506+6.7% | $4,672+25.8% | $5,609+4.8% |
| Admin fee / account holder | $9,929 | $11,457-13.3% | $8,547+16.2% | $10,827-8.3% |