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 | $220,642 | $92,703+138.0% | $82,719+166.7% | $134,475+64.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.90% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,730 | $3,274-16.6% | $3,009-9.3% | $4,740-42.4% |
| Participant deferral / active EE | $1,813 | $4,802-62.2% | $4,395-58.7% | $6,400-71.7% |
| Admin fee / account holder | $2,435 | $5,983-59.3% | $5,329-54.3% | $11,426-78.7% |