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 5-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 | $99,628 | $88,710+12.3% | $81,783+21.8% | $145,959-31.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 56.18% | 1027.26%-971.1pp | 775.05%-718.9pp | 561.95%-505.8pp |
| Employer contribution / active EE | $5,439 | $3,083+76.4% | $2,913+86.8% | $4,661+16.7% |
| Participant deferral / active EE | $11,353 | $4,645+144.4% | $4,320+162.8% | $6,689+69.7% |
| Admin fee / account holder | $1,847 | $8,407-78.0% | $7,380-75.0% | $13,398-86.2% |