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 4-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 | $136,320 | $138,044-1.2% | $125,339+8.8% | $134,475+1.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.86% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,750 | $5,243+9.7% | $4,814+19.5% | $4,740+21.3% |
| Participant deferral / active EE | $19,490 | $7,799+149.9% | $7,446+161.7% | $6,400+204.5% |
| Admin fee / account holder | $513 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |