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 | $110,504 | $92,703+19.2% | $82,719+33.6% | $134,475-17.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -16.19% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,641 | $3,274+72.3% | $3,009+87.5% | $4,740+19.0% |
| Participant deferral / active EE | $2,886 | $4,802-39.9% | $4,395-34.3% | $6,400-54.9% |
| Admin fee / account holder | $49,583 | $5,983+728.8% | $5,329+830.5% | $11,426+334.0% |