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 | $99,991 | $97,757+2.3% | $83,848+19.3% | $135,375-26.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.40% | 1287.37%-1287.8pp | 850.88%-851.3pp | 519.73%-520.1pp |
| Employer contribution / active EE | $6,948 | $4,222+64.6% | $3,631+91.4% | $4,779+45.4% |
| Participant deferral / active EE | $4,846 | $4,682+3.5% | $4,082+18.7% | $5,609-13.6% |
| Admin fee / account holder | $14,764 | $6,674+121.2% | $5,478+169.5% | $10,827+36.4% |