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 | $93,749 | $160,055-41.4% | $140,016-33.0% | $135,375-30.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.34% | 911.38%-919.7pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $15,103 | $6,420+135.2% | $5,606+169.4% | $4,779+216.0% |
| Participant deferral / active EE | $10,076 | $7,642+31.9% | $6,927+45.5% | $5,609+79.6% |
| Admin fee / account holder | $10,288 | $13,328-22.8% | $10,705-3.9% | $10,827-5.0% |