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 10-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 | $210,276 | $138,044+52.3% | $125,339+67.8% | $134,475+56.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -13.89% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $12,689 | $5,243+142.0% | $4,814+163.6% | $4,740+167.7% |
| Participant deferral / active EE | $14,877 | $7,799+90.8% | $7,446+99.8% | $6,400+132.5% |
| Admin fee / account holder | $3,488 | $11,571-69.9% | $10,010-65.2% | $11,426-69.5% |