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 | $169,983 | $90,600+87.6% | $79,464+113.9% | $135,375+25.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.08% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $8,593 | $3,068+180.1% | $2,800+206.9% | $4,779+79.8% |
| Participant deferral / active EE | $7,878 | $4,050+94.5% | $3,704+112.7% | $5,609+40.5% |
| Admin fee / account holder | $15,018 | $5,907+154.2% | $5,113+193.7% | $10,827+38.7% |