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 9-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 | $182,260 | $90,600+101.2% | $79,464+129.4% | $135,375+34.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.03% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,654 | $3,068-46.1% | $2,800-40.9% | $4,779-65.4% |
| Participant deferral / active EE | $5,845 | $4,050+44.3% | $3,704+57.8% | $5,609+4.2% |
| Admin fee / account holder | $7,185 | $5,907+21.6% | $5,113+40.5% | $10,827-33.6% |