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 6-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 | $65,645 | $102,604-36.0% | $86,188-23.8% | $139,434-52.9% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 21.41% | 1922.51%-1901.1pp | 1168.45%-1147.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $12,726 | $3,032+319.7% | $2,380+434.7% | $4,751+167.9% |
| Participant deferral / active EE | $8,000 | $4,676+71.1% | $3,985+100.7% | $6,710+19.2% |
| Admin fee / account holder | $476 | $8,657-94.5% | $6,852-93.1% | $11,403-95.8% |