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 4-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 | $21,997 | $96,305-77.2% | $80,569-72.7% | $139,434-84.2% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 94.41% | 1350.08%-1255.7pp | 935.43%-841.0pp | 372.94%-278.5pp |
| Employer contribution / active EE | $3,352 | $3,262+2.8% | $2,723+23.1% | $4,751-29.4% |
| Participant deferral / active EE | $7,540 | $5,232+44.1% | $4,447+69.5% | $6,710+12.4% |
| Admin fee / account holder | $683 | $6,599-89.6% | $5,377-87.3% | $11,403-94.0% |