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 | $95,341 | $226,064-57.8% | $182,532-47.8% | $152,861-37.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.41% | 192.51%-172.1pp | 148.54%-128.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $12,095 | $4,978+143.0% | $4,076+196.7% | $4,762+154.0% |
| Participant deferral / active EE | $12,870 | $6,368+102.1% | $5,524+133.0% | $5,850+120.0% |
| Admin fee / account holder | $504 | $10,703-95.3% | $8,592-94.1% | $11,596-95.7% |