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 7-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 | $160,150 | $92,703+72.8% | $82,719+93.6% | $134,475+19.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.81% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,822 | $3,274+47.3% | $3,009+60.3% | $4,740+1.7% |
| Participant deferral / active EE | $8,270 | $4,802+72.2% | $4,395+88.2% | $6,400+29.2% |
| Admin fee / account holder | $2,262 | $5,983-62.2% | $5,329-57.6% | $11,426-80.2% |