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 | $43,795 | $209,832-79.1% | $189,513-76.9% | $167,490-73.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 116.82% | 748.27%-631.5pp | 555.15%-438.3pp | 478.56%-361.7pp |
| Employer contribution / active EE | $9,310 | $6,914+34.7% | $6,162+51.1% | $4,837+92.5% |
| Participant deferral / active EE | $18,710 | $8,935+109.4% | $8,221+127.6% | $6,341+195.0% |
| Admin fee / account holder | $8,098 | $14,293-43.3% | $12,045-32.8% | $12,309-34.2% |