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 | $122,710 | $92,703+32.4% | $82,719+48.3% | $134,475-8.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.35% | 944.92%-952.3pp | 701.18%-708.5pp | 417.96%-425.3pp |
| Employer contribution / active EE | $10,836 | $3,274+231.0% | $3,009+260.1% | $4,740+128.6% |
| Participant deferral / active EE | $3,856 | $4,802-19.7% | $4,395-12.3% | $6,400-39.7% |
| Admin fee / account holder | $41,905 | $5,983+600.5% | $5,329+686.4% | $11,426+266.8% |