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 | $187,916 | $99,640+88.6% | $86,436+117.4% | $134,475+39.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.05% | 6782.58%-6802.6pp | 4394.89%-4414.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,148 | $4,400-73.9% | $3,769-69.5% | $4,740-75.8% |
| Participant deferral / active EE | $5,514 | $7,246-23.9% | $6,952-20.7% | $6,400-13.8% |
| Admin fee / account holder | $2,031 | $8,371-75.7% | $6,731-69.8% | $11,426-82.2% |