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 | $88,953 | $171,865-48.2% | $149,718-40.6% | $147,584-39.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.40% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,822 | $6,275-55.0% | $5,445-48.2% | $4,876-42.1% |
| Participant deferral / active EE | $7,670 | $7,271+5.5% | $6,569+16.8% | $5,439+41.0% |
| Admin fee / account holder | $434 | $13,799-96.9% | $11,283-96.2% | $10,885-96.0% |