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 7-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 | $94,868 | $102,604-7.5% | $86,188+10.1% | $139,434-32.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 23.53% | 1922.51%-1899.0pp | 1168.45%-1144.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $9,367 | $3,032+208.9% | $2,380+293.6% | $4,751+97.2% |
| Participant deferral / active EE | $7,146 | $4,676+52.8% | $3,985+79.3% | $6,710+6.5% |
| Admin fee / account holder | $1,062 | $8,657-87.7% | $6,852-84.5% | $11,403-90.7% |