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 8-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 | $136,972 | $104,106+31.6% | $71,086+92.7% | $135,375+1.2% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.7%+31.1pp | 82.6%+3.1pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,145 | $1,485-22.9% | $1,088+5.3% | $4,779-76.0% |
| Participant deferral / active EE | $7,644 | $2,527+202.5% | $1,874+307.9% | $5,609+36.3% |
| Admin fee / account holder | $475 | $4,142-88.5% | $3,082-84.6% | $10,827-95.6% |