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 | $29,296 | $150,440-80.5% | $136,294-78.5% | $147,584-80.1% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 187.46% | 1049.08%-861.6pp | 5155.94%-4968.5pp | 578.55%-391.1pp |
| Employer contribution / active EE | $2,102 | $5,256-60.0% | $4,695-55.2% | $4,876-56.9% |
| Participant deferral / active EE | $6,478 | $6,630-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $2,381 | $10,905-78.2% | $9,243-74.2% | $10,885-78.1% |