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 | $169,826 | $124,185+36.8% | $108,410+56.7% | $167,490+1.4% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 15.61% | 1379.64%-1364.0pp | 905.27%-889.7pp | 478.56%-462.9pp |
| Employer contribution / active EE | $6,301 | $4,187+50.5% | $3,558+77.1% | $4,837+30.3% |
| Participant deferral / active EE | $14,068 | $6,908+103.6% | $6,563+114.4% | $6,341+121.9% |
| Admin fee / account holder | $1,666 | $9,455-82.4% | $7,295-77.2% | $12,309-86.5% |