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 | $99,080 | $102,604-3.4% | $86,188+15.0% | $139,434-28.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.98% | 1922.51%-1905.5pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $11,499 | $3,032+279.2% | $2,380+383.1% | $4,751+142.1% |
| Participant deferral / active EE | $8,901 | $4,676+90.4% | $3,985+123.3% | $6,710+32.6% |
| Admin fee / account holder | $2,871 | $8,657-66.8% | $6,852-58.1% | $11,403-74.8% |