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 | $204,046 | $92,703+120.1% | $82,719+146.7% | $134,475+51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.07% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $13,244 | $3,274+304.5% | $3,009+340.1% | $4,740+179.4% |
| Participant deferral / active EE | $11,379 | $4,802+137.0% | $4,395+158.9% | $6,400+77.8% |
| Admin fee / account holder | $5,190 | $5,983-13.3% | $5,329-2.6% | $11,426-54.6% |