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 | $166,374 | $84,695+96.4% | $73,843+125.3% | $125,391+32.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.03% | 3123.53%-3126.6pp | 2267.84%-2270.9pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,443 | $3,123-21.8% | $2,787-12.3% | $4,866-49.8% |
| Participant deferral / active EE | $15,839 | $3,992+296.7% | $3,583+342.0% | $5,352+196.0% |
| Admin fee / account holder | $1,723 | $5,691-69.7% | $4,880-64.7% | $9,540-81.9% |