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 | $20,526 | $65,409-68.6% | $98,442-79.1% | $85,850-76.1% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.3pp | 69.3%+23.3pp |
| Annual return | 64.38% | 21.76%+42.6pp | 1492.73%-1428.3pp | 318.53%-254.2pp |
| Employer contribution / active EE | $3,588 | $2,168+65.5% | $2,960+21.2% | $2,565+39.9% |
| Participant deferral / active EE | $2,938 | $3,166-7.2% | $4,276-31.3% | $3,952-25.7% |
| Admin fee / account holder | $788 | $4,593-82.8% | $5,949-86.7% | $6,260-87.4% |