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 | $173,934 | $88,594+96.3% | $70,092+148.2% | $134,475+29.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.97% | 442.67%-457.6pp | 190.73%-205.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $19,234 | $3,233+494.9% | $2,559+651.7% | $4,740+305.8% |
| Participant deferral / active EE | $22,797 | $4,772+377.7% | $3,849+492.3% | $6,400+256.2% |
| Admin fee / account holder | $1,926 | $10,441-81.6% | $6,267-69.3% | $11,426-83.1% |