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 | $137,874 | $90,600+52.2% | $79,464+73.5% | $135,375+1.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.36% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,014 | $3,068+30.8% | $2,800+43.3% | $4,779-16.0% |
| Participant deferral / active EE | $11,052 | $4,050+172.9% | $3,704+198.4% | $5,609+97.1% |
| Admin fee / account holder | $2,978 | $5,907-49.6% | $5,113-41.8% | $10,827-72.5% |