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 | $74,051 | $92,703-20.1% | $82,719-10.5% | $134,475-44.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.38% | 944.92%-965.3pp | 701.18%-721.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $6,615 | $3,274+102.1% | $3,009+119.8% | $4,740+39.6% |
| Participant deferral / active EE | $9,257 | $4,802+92.8% | $4,395+110.6% | $6,400+44.6% |
| Admin fee / account holder | $9,685 | $5,983+61.9% | $5,329+81.7% | $11,426-15.2% |