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 | $149,516 | $138,044+8.3% | $125,339+19.3% | $134,475+11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.41% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $14,037 | $5,243+167.7% | $4,814+191.6% | $4,740+196.2% |
| Participant deferral / active EE | $16,437 | $7,799+110.8% | $7,446+120.7% | $6,400+156.8% |
| Admin fee / account holder | $2,410 | $11,571-79.2% | $10,010-75.9% | $11,426-78.9% |