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 | $187,222 | $92,703+102.0% | $82,719+126.3% | $134,475+39.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.08% | 944.92%-957.0pp | 701.18%-713.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,932 | $3,274-41.0% | $3,009-35.8% | $4,740-59.2% |
| Participant deferral / active EE | $6,965 | $4,802+45.0% | $4,395+58.5% | $6,400+8.8% |
| Admin fee / account holder | $84,129 | $5,983+1306.2% | $5,329+1478.7% | $11,426+636.3% |