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 | $81,332 | $76,785+5.9% | $56,441+44.1% | $145,959-44.3% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 12.88% | 3000.51%-2987.6pp | 1704.21%-1691.3pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,101 | $1,381+52.2% | $1,039+102.2% | $4,661-54.9% |
| Participant deferral / active EE | $8,488 | $2,624+223.5% | $1,953+334.6% | $6,689+26.9% |
| Admin fee / account holder | $1,606 | $3,334-51.8% | $2,829-43.2% | $13,398-88.0% |