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 8-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 | $35,663 | $49,922-28.6% | $80,569-55.7% | $75,163-52.6% |
| Participation rate | 95.6% | 55.3%+40.2pp | 67.0%+28.6pp | 67.2%+28.4pp |
| Annual return | 1053.28% | 34.69%+1018.6pp | 935.43%+117.9pp | 160.62%+892.7pp |
| Employer contribution / active EE | $16,333 | $1,698+861.8% | $2,723+499.7% | $2,670+511.8% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,301 | $3,577+104.1% | $5,377+35.8% | $5,651+29.2% |