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 | $99,681 | $92,703+7.5% | $82,719+20.5% | $134,475-25.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -10.27% | 944.92%-955.2pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,314 | $3,274-59.9% | $3,009-56.3% | $4,740-72.3% |
| Participant deferral / active EE | $5,957 | $4,802+24.0% | $4,395+35.5% | $6,400-6.9% |
| Admin fee / account holder | $350 | $5,983-94.2% | $5,329-93.4% | $11,426-96.9% |