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 3-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 | $69,074 | $83,902-17.7% | $167,512-58.8% | $84,808-18.6% |
| Participation rate | 88.5% | 66.5%+22.0pp | 77.1%+11.4pp | 68.3%+20.2pp |
| Annual return | 125.30% | 91.55%+33.7pp | 1615.79%-1490.5pp | 40.90%+84.4pp |
| Employer contribution / active EE | $7,019 | $2,264+210.0% | $3,882+80.8% | $2,631+166.8% |
| Participant deferral / active EE | $11,384 | $4,442+156.3% | $6,405+77.7% | $4,212+170.3% |
| Admin fee / account holder | $3,304 | $7,915-58.3% | $9,769-66.2% | $7,344-55.0% |