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 8-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 | $129,790 | $88,751+46.2% | $81,812+58.6% | $145,922-11.1% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 360.26% | 1025.40%-665.1pp | 773.79%-413.5pp | 561.29%-201.0pp |
| Employer contribution / active EE | $2,931 | $3,083-5.0% | $2,912+0.6% | $4,660-37.1% |
| Participant deferral / active EE | $9,822 | $4,643+111.5% | $4,319+127.4% | $6,688+46.9% |
| Admin fee / account holder | $1,834 | $8,415-78.2% | $7,386-75.2% | $13,397-86.3% |