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 | $125,038 | $99,640+25.5% | $86,436+44.7% | $134,475-7.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.05% | 6782.58%-6799.6pp | 4394.89%-4411.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $20,039 | $4,400+355.4% | $3,769+431.7% | $4,740+322.8% |
| Participant deferral / active EE | $10,734 | $7,246+48.1% | $6,952+54.4% | $6,400+67.7% |
| Admin fee / account holder | $862 | $8,371-89.7% | $6,731-87.2% | $11,426-92.5% |