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 | $51,163 | $92,703-44.8% | $82,719-38.1% | $134,475-62.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.59% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $16,839 | $3,274+414.3% | $3,009+459.6% | $4,740+255.3% |
| Participant deferral / active EE | $21,973 | $4,802+357.6% | $4,395+400.0% | $6,400+243.3% |
| Admin fee / account holder | $523 | $5,983-91.3% | $5,329-90.2% | $11,426-95.4% |