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 9-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 | $85,078 | $88,751-4.1% | $81,812+4.0% | $145,922-41.7% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 13.79% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6,870 | $3,083+122.8% | $2,912+135.9% | $4,660+47.4% |
| Participant deferral / active EE | $9,052 | $4,643+94.9% | $4,319+109.6% | $6,688+35.3% |
| Admin fee / account holder | $1,083 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |