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 | $149,295 | $99,640+49.8% | $86,436+72.7% | $134,475+11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,066 | $4,400-53.1% | $3,769-45.2% | $4,740-56.4% |
| Participant deferral / active EE | $12,446 | $7,246+71.8% | $6,952+79.0% | $6,400+94.5% |
| Admin fee / account holder | $5,507 | $8,371-34.2% | $6,731-18.2% | $11,426-51.8% |