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 | $238,305 | $99,640+139.2% | $86,436+175.7% | $134,475+77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $23,772 | $4,400+440.2% | $3,769+530.8% | $4,740+401.6% |
| Participant deferral / active EE | $13,801 | $7,246+90.5% | $6,952+98.5% | $6,400+115.6% |
| Admin fee / account holder | $7,967 | $8,371-4.8% | $6,731+18.4% | $11,426-30.3% |