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 10-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 | $202,634 | $138,065+46.8% | $123,544+64.0% | $135,375+49.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.71% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.4pp |
| Employer contribution / active EE | $9,299 | $5,151+80.5% | $4,628+100.9% | $4,779+94.6% |
| Participant deferral / active EE | $11,441 | $6,799+68.3% | $6,426+78.1% | $5,609+104.0% |
| Admin fee / account holder | $3,566 | $10,916-67.3% | $9,284-61.6% | $10,827-67.1% |