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 | $161,184 | $138,065+16.7% | $123,544+30.5% | $135,375+19.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $16,456 | $5,151+219.5% | $4,628+255.6% | $4,779+244.4% |
| Participant deferral / active EE | $6,584 | $6,799-3.2% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $771 | $10,916-92.9% | $9,284-91.7% | $10,827-92.9% |