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 | $26,092 | $88,751-70.6% | $81,812-68.1% | $145,922-82.1% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 30.91% | 1025.40%-994.5pp | 773.79%-742.9pp | 561.29%-530.4pp |
| Employer contribution / active EE | $1,922 | $3,083-37.6% | $2,912-34.0% | $4,660-58.7% |
| Participant deferral / active EE | $4,099 | $4,643-11.7% | $4,319-5.1% | $6,688-38.7% |
| Admin fee / account holder | $19,851 | $8,415+135.9% | $7,386+168.8% | $13,397+48.2% |