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 | $202,534 | $97,757+107.2% | $83,848+141.5% | $135,375+49.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.88% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $16,519 | $4,222+291.3% | $3,631+355.0% | $4,779+245.7% |
| Participant deferral / active EE | $11,043 | $4,682+135.8% | $4,082+170.5% | $5,609+96.9% |
| Admin fee / account holder | $840 | $6,674-87.4% | $5,478-84.7% | $10,827-92.2% |