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 | $54,326 | $171,865-68.4% | $149,718-63.7% | $147,584-63.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 40.59% | 2113.22%-2072.6pp | 1501.63%-1461.0pp | 578.55%-538.0pp |
| Employer contribution / active EE | $3,597 | $6,275-42.7% | $5,445-33.9% | $4,876-26.2% |
| Participant deferral / active EE | $12,062 | $7,271+65.9% | $6,569+83.6% | $5,439+121.8% |
| Admin fee / account holder | $1,541 | $13,799-88.8% | $11,283-86.3% | $10,885-85.8% |