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 | $140,552 | $138,044+1.8% | $125,339+12.1% | $134,475+4.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.38% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $23,415 | $5,243+346.6% | $4,814+386.4% | $4,740+394.0% |
| Participant deferral / active EE | $12,394 | $7,799+58.9% | $7,446+66.4% | $6,400+93.7% |
| Admin fee / account holder | $648 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |