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 | $55,547 | $74,888-25.8% | $71,209-22.0% | $142,382-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 75.28% | 345.14%-269.9pp | 282.51%-207.2pp | 217.08%-141.8pp |
| Employer contribution / active EE | $4,493 | $2,854+57.4% | $2,721+65.1% | $4,299+4.5% |
| Participant deferral / active EE | $7,534 | $4,454+69.1% | $4,175+80.4% | $6,507+15.8% |
| Admin fee / account holder | $7,141 | $5,568+28.2% | $5,349+33.5% | $12,624-43.4% |