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 | $137,754 | $135,635+1.6% | $110,238+25.0% | $135,375+1.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.68% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $11,144 | $4,906+127.1% | $3,826+191.2% | $4,779+133.2% |
| Participant deferral / active EE | $13,303 | $5,506+141.6% | $4,672+184.8% | $5,609+137.2% |
| Admin fee / account holder | $7,669 | $11,457-33.1% | $8,547-10.3% | $10,827-29.2% |