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 5-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 | $155,531 | $138,044+12.7% | $125,339+24.1% | $134,475+15.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.73% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $20,001 | $5,243+281.5% | $4,814+315.5% | $4,740+322.0% |
| Participant deferral / active EE | $24,801 | $7,799+218.0% | $7,446+233.1% | $6,400+287.5% |
| Admin fee / account holder | $400 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |