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 | $113,068 | $84,695+33.5% | $73,843+53.1% | $125,391-9.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.66% | 3123.53%-3126.2pp | 2267.84%-2270.5pp | 282.22%-284.9pp |
| Employer contribution / active EE | $13,415 | $3,123+329.5% | $2,787+381.3% | $4,866+175.7% |
| Participant deferral / active EE | $13,754 | $3,992+244.5% | $3,583+283.9% | $5,352+157.0% |
| Admin fee / account holder | $15,288 | $5,691+168.6% | $4,880+213.3% | $9,540+60.2% |