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 | $18,005 | $138,044-87.0% | $125,339-85.6% | $134,475-86.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.74% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,740 | $5,243-47.7% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $7,720 | $7,799-1.0% | $7,446+3.7% | $6,400+20.6% |
| Admin fee / account holder | $368 | $11,571-96.8% | $10,010-96.3% | $11,426-96.8% |