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 | $137,918 | $97,757+41.1% | $83,848+64.5% | $135,375+1.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.11% | 1287.37%-1289.5pp | 850.88%-853.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $14,606 | $4,222+246.0% | $3,631+302.3% | $4,779+205.6% |
| Participant deferral / active EE | $8,000 | $4,682+70.9% | $4,082+96.0% | $5,609+42.6% |
| Admin fee / account holder | $510 | $6,674-92.4% | $5,478-90.7% | $10,827-95.3% |