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 | $36,375 | $150,440-75.8% | $136,294-73.3% | $147,584-75.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 24.21% | 1049.08%-1024.9pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $10,298 | $5,256+95.9% | $4,695+119.3% | $4,876+111.2% |
| Participant deferral / active EE | $6,261 | $6,630-5.6% | $6,247+0.2% | $5,439+15.1% |
| Admin fee / account holder | $627 | $10,905-94.3% | $9,243-93.2% | $10,885-94.2% |