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 | $159,141 | $84,695+87.9% | $73,843+115.5% | $125,391+26.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.14% | 3123.53%-3126.7pp | 2267.84%-2271.0pp | 282.22%-285.4pp |
| Employer contribution / active EE | $12,743 | $3,123+308.0% | $2,787+357.2% | $4,866+161.9% |
| Participant deferral / active EE | $13,950 | $3,992+249.4% | $3,583+289.3% | $5,352+160.7% |
| Admin fee / account holder | $5,888 | $5,691+3.5% | $4,880+20.7% | $9,540-38.3% |