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 | $129,935 | $99,640+30.4% | $86,436+50.3% | $134,475-3.4% |
| Participation rate | 94.4% | 82.0%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -20.79% | 6782.58%-6803.4pp | 4394.89%-4415.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,280 | $4,400-70.9% | $3,769-66.0% | $4,740-73.0% |
| Participant deferral / active EE | $13,250 | $7,246+82.9% | $6,952+90.6% | $6,400+107.0% |
| Admin fee / account holder | $3,047 | $8,371-63.6% | $6,731-54.7% | $11,426-73.3% |